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Lists > Adding a record > Adding records using Easy-Add
You can create new records easily using the EasyAdd feature. Accounts, cards, categories, comments, custom list items, jobs, referral sources, and shipping methods can be added to your lists when entering transactions.
note : Easy‑Add is not available from some transaction windows
In windows such as Spend Money, the type of card you want to create is not immediately obvious, so the Easy-Add button is not available.
To create a record using Easy-Add
1
In the Sales command center, click Enter Sales. The Sales window appears.
2
Type the customer’s name and press Tab. If there is no card for this customer, the Select from List window appears.
3
Click EasyAdd. A new customer card is added to your cards list. You can now complete your task with the new card.
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