Creating/editing a new data record

To create new data records or edit existing ones, you have to open the data record window of the corresponding data record type, for example, Create new appointment.

Data records combine various related information. Each data record can be identified easily by means of a key or name. The Maier address data record contains all information on the customer Maier, including first name, last name, postal address, and so on. The Software introduction product contains a unique number, a price, a description, and so on.

Data record types are data records of a kind in CAS genesisWorld, for example, addresses, tasks, appointments, documents, and so on.

Data records can contain Mandatory fields that are defined by the administrator.

If you open a data record and you see one or more mandatory fields, the corresponding mandatory fields are checked while saving the data record. In order to save the data record, you must fill in these mandatory fields.

In other cases, mandatory fields are not checked, such as when importing data records when you use the action service or when automatically entering primary links when archiving e-mails.

Mandatory fields can depend on specific entries, for example, in the Type and Status fields. Thus, certain fields can automatically become a mandatory field, for example, if a specific Type or Status is selected.

The administrator defines all settings for mandatory fields in the Management Console.

Procedure

You can find the New entry in the File menu of the program window and the data record window as well as in the context menu.

You open the context menu by right-clicking an object. The context menu contains individual functions for the clicked element.

You can also create a new data record and create a link simultaneously using the New link function.

You can Open a data record via the File menu or the context menu. Alternatively, you can double-click the data record, for example, in a list or calendar view.

Possible conflicts during simultaneous processing

The same data record can be opened and edited by, for example, two different users. As soon as one of the users saves the data record, a hint is displayed.

The hint shows the users which field has been changed by which user. Using the buttons in the window, you decide whether you want to save your changes.

You cannot resolve conflicts for the following: appointments via invitation management, online meetings, and when Exchange sync is being used to synchronize appointments.