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welcome to the Microsoft Dynamics CRM four-point-oh tips and tricks blog my name is Jennifer Lupita Im the crm consultant for a cue net inc and todays topic is the basics and filling out a CRM record so lets take you to our CRM here in CRM Id like to create a new account for Acme Inc so need to make sure we go to our accounts over here select accounts and now that Im in accounts i will select new a completely blank account screen is now open you see here that the cursor is already placed in the account name lets go ahead and fill this out its important to fill out the account name because it has this red asterisk right here that red asterisk indicates that this is a primary field and it needs to be filled out in order for you to be able to save this new account so now that i have the name in there all you do to go between fields is to hit your tab button continue to tab down and here we get to parent account on the right side you see this icon of a spyglass this means that this
