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(Created page with "The NEW menu is available on all menu bars in the task pane. ----- Customising <add key="NewEntities" value="Company,Person,Lead,Cases,Opportunity,Project" />") |
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Customising | Customising | ||
A. To add in a primary custom Entity* | |||
created using the entity wizard | |||
Open the "...custompages/sagecrmws/web.config" | |||
Edit the line "NewEntities" | |||
EG..here we add in "Project" | |||
<add key="NewEntities" value="Company,Person,Lead,Cases,Opportunity,Project" /> | <add key="NewEntities" value="Company,Person,Lead,Cases,Opportunity,Project" /> | ||
Revision as of 12:30, 14 June 2021
The NEW menu is available on all menu bars in the task pane.
Customising
A. To add in a primary custom Entity*
created using the entity wizard
Open the "...custompages/sagecrmws/web.config"
Edit the line "NewEntities"
EG..here we add in "Project"
<add key="NewEntities" value="Company,Person,Lead,Cases,Opportunity,Project" />
