Looking to add a specific type of record? This guide will walk you through including it in your available options.
The first thing you want to do is locate the Reporting section from your dashboard and then click on Records > Browse Record Types
To add a new record type, click the "Create Record Type" button. To modify an existing record type, use the pen and paper icon located in the second column. Please note that default record types cannot be edited.
Once you have written your desired record type name, do not forget to save and you should be good to go!
After you create a new record type, it will appear in your list and will be available for use when adding new records.
If you want to learn how to create records, click HERE.
"If you need further assistance after reading this article, please submit a ticket HERE and someone from our team will assist you soon!"