Creating new community records

To create a new community member:

  1. 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.
  2. Use the  and buttons to move through the data input windows.
    Different windows are displayed, depending on your selections on the first window. 

    See Community creation windows if you need more information about what to enter when you are creating a new community member.