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Add data in Profit Windows

You always use a wizard to add master data (employees, persons, ledger accounts, etc.).

You only use a wizard to record the most important data. Next, you open the properties to add the additional data.

Example:

For example, after adding an organisation, you open the properties to link an image and record the data on the Communication tab.

Procedure

  • Add in a view

    When adding data, a wizard will guide you through the steps.

  • Add in a properties window

    Most property windows contain various tabs. A tab may contain fields, or a view. You can also add data to these views.

  • Hotkeys and field types

    This topic is an overview of hotkeys in a wizard, and of the different field types.

Process

Add data

Work area

data