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.