Creating new Locations when creating records

When creating a new record, it is possible to create a new Location/Contact or Organisation at the same time.

This function is especially useful when checking in new documents - for example, checking in an incoming email from a person who is not currently set up as a Contact.

This is dependant on whether the New Record form you use to create the record has a Location or Contact field included.

1. When completing the New Record form, click KwikSelect in the Contact or Location field.

   The Select from Locations dialogue box appears with all available internal and external Locations.

2. If the Contact you want to attach is not listed, right-click and select New Location.

   See Creating Locations.