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Customer relations management
Adding a record on a Master Data form
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To add a record in a Master Data form, you need to access Master Data and choose the application you want to view. To do this, follow the instructions in the sections below.

Fields can be configured as editable or not directly in the data entity. Learn more in Data entity.

This article covers Master Data v1. It is important to evaluate which version of Master Data meets your needs or is used in your operation. Learn more:

Adding a record

To save a new record, such as a new customer profile, follow the steps below:

  1. In the VTEX Admin, access Store Settings > Storefront > Master Data.
  2. In the application, find the form row to which you want to add a record and click the add icon .
  3. Complete the form fields.
  4. Click Save.

Editing a record

To edit an existing record, such as the information of a customer in your store, follow the steps below:

  1. In the VTEX Admin, access Store Settings > Storefront > Master Data.
  2. In the application, find the form row with the record you want to edit and click the menu icon .
  3. You can search for the record by any field defined in the data entity as searchable.
  4. Click the edit icon on the record row you want to edit.
  5. Make the desired changes.
  6. Click Save.
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