Create a Record

Create a Record

Create a New Record: 

There are multiple ways to create a record. 


Option 1

1. Click on the empty record at the bottom of the grid. 

2. Begin to type in the empty record, and a new record will be added.




The process is shown in the GIF below: 



Option 2 

You can also create records by clicking on the record header's "+" icon at the end of the grid. By default, it adds up to five records at a time. 



The process is shown in the GIF below: 



Option 3

At the top right corner of the view bar, click the + Add Record button to create a record.



As you click on the Add Record button, it opens up an Unnamed Record dialog box to fill in the field values and close the dialog box.




Now when you check the grid, you can see that the respective record is added to the end of the list. It is shown in the GIF below: 



Insert a Record 

Right-click on the record header. Select Insert Above/Below and you can see the record inserted. 





    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION





                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          CRM Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal
                          Mobile App
                          Form Designer HR
                          Mobile Forms
                          Card Forms Food Offline Forms
                          Assign Forms Photography
                          Mobile Forms Features
                          Translate Forms Real Estate Kiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for Forms Alternatives Security & Compliance
                          Holiday Forms Google Forms alternative  GDPR
                          Form to PDF Jotform alternative HIPAA Forms
                          Email Forms
                          Encrypted Forms
                          Embeddable Forms
                          Secure Forms
                          Drag and Drop form builder
                          WCAG


                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Expand Record

                                                                                                                The Expand Record functionality lets you view all the information in a record on an almost full-size page, eliminating the need to scroll vertically through fields. It displays the field values and the record logs in a card-like format featuring the ...
                                                                                                              • Duplicate a Record

                                                                                                                You can now duplicate your records without having to create them every time manually. When you select the Duplicate option, the particular record will get duplicated under the current active record itself.  Once you have duplicated a record, you will ...
                                                                                                              • Create a Workspace

                                                                                                                What is a Workspace? A Workspace is a collaborative facility to consolidate and categorize all your related bases in one place. Steps to create a New Workspace: You can find the 'My Workspaces' section in the left pane. Click the + icon (Add New ...
                                                                                                              • Create a base

                                                                                                                What is a Base? In a workspace, each tiny colored icon defines a base. Your workspace is made up of the bases you create. A base is a collection of tables in a logical arrangement with all the information required for a specific task, project, or ...
                                                                                                              • Create a View

                                                                                                                To create a new view, click the Add a View option (+ icon) next to the views option.  From the views pop-up window, choose the corresponding view type.  You can re-order your views as per your wish using the drag-down functionality. It is shown in ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources