Adding Line Items
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Records > Add (Records) > Add Line Item
Adding Line Items/Products/Questions

This article describes how to Add Line Items to a record In this example we will be adding a record and then adding the line items. 


  1. Click on the module that you want to add the record to. Then click on the + in order to add the record.

  2. Fill out the information on the record and click on Submit.
  3. Click on the + next to the Line Item.
  4. This will bring up the columns for your line items. Click on the + again.
  5. You can now select your line items based on the Category.  This will load any line items that meet the criteria of the selected Categories.
  6. You can now modify the line items. In this example we are answering questions. After all of the questions have been answered, click on Save Changes.
  7. The record will now display all of the completed line items.