To use Easy-Add
Setup > Using shortcuts > Using Easy-Add >>
Note: The Easy-Add feature isn't available in every Select From List window.
- Make an entry in the data field and then click the search icon (or click Return) to open the Select From List window.
- Review the entries in the window; this list shows all of the entries that are available for the field. If none of the entries is correct for the transaction you're entering, continue to step 3.
- Review the entry in the Look For Field. (If no entry appears, make an entry in the field.)
- Click Easy-Add.
The entry is automatically added to the transaction and to the Select From List.
- Later, if you wish, you can enter additional information to complete the entry. For example, you may want to add the address and contact information for a card file entry at a later time.