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You enter data in FinancialForce PSA in the same way as Salesforce pages. You can enter data in any of the major tabs, or import your data.
Required fields are marked in red on editable pages. All other fields are optional and you can leave them blank.
If your administrator has enabled inline editing, you can edit fields directly on a detail page.
After you enter and edit data, click Save to record your changes.
Related Concepts
Getting Started
Supported Browsers and Zoom Levels
What can I do in PSA?
Applications and Tabs
PSA Overview
About Security
Using the Application
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