Home → Records → Overview → Adding primary records
1.2. Adding primary records
Primary records may also be referred to as company records or umbrella records. Primary records are the overarching records to which data is added about an entity or body. This could be a company, an individual or a guest.
You then have secondary records which are referred to as contact records. These are records contained within a primary record.
Although your primary record may be an individual you will still want to create a secondary record (contact record) for the individual within the primary record.
For example, if you have a sole trader called John Smith and his company name is the same as his contact name, you can set this record as an "Individual" record. Once the submit button has been selected, RubiCRM will create the main record and a secondary record (contact record) for John Smith simultaneously.
You can add a primary record from the Main Menu by going to "Add Record".
This will present you with the "Add New Record" popup.
To add a new record to RubiCRM, add the details within the "Add New Record" window and then click "Submit". When adding the record name, RubiCRM will perform a search to locate any records with a similar name to minimise duplicate entries.
Records noted with an asterisk are required fields. You can determine which fields are required or not under Main Menu > System > Setup.
Enter the name of the primary record in the "Name" field and press enter on your keyboard.
As the field name suggests the "Record Type" notes whether the primary record refers to a company, individual or guest.
