Creating new community records
To create a new community member:
- Either:
• click on the Set Community Search Criteria window
• click on the Community Maintenance toolbar
• select File > New... from the main menu when Community Maintenance is open
• right click on the Community Selector grid and select New...
• press Ctrl + N when Community Maintenance is open.
The Contact Name data input window is displayed. - Use the and buttons to move through the data input windows.
Different windows are displayed, depending on your selections on the first window.
Note: See Community creation windows if you need more information about what to enter when you are creating a new community member.