To use Easy-Add

Setup > Using shortcuts > Using Easy-Add >>

Note: The Easy-Add feature isn't available in every Select From List window.

  1. Make an entry in the data field and then click the search icon (or click Return) to open the Select From List window.


  2. 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.


  3. Review the entry in the Look For Field. (If no entry appears, make an entry in the field.)


  4. Click Easy-Add.


The entry is automatically added to the transaction and to the Select From List.

  1. 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.