New: Difference between revisions
From Accelerator for SageCRM
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The NEW menu is available on all menu bars in the task pane. | The NEW menu is available on all menu bars in the task pane. | ||
[[File:new1.jpg]] | |||
Clicking on an item loads a modal with the fields on it. The context with which something is created is important as this will preset some fields. | |||
[[File:new2.jpg]] | |||
Click Save to Save the record and then the UI will show the summary of this record. | |||
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Deduplication is available on the company | |||
[[File:new3.jpg]] | |||
and person screens | |||
[[File:new4.jpg]] | |||
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Customising | Customising | ||
A. To add in a primary custom Entity* | A. The screen fields are controlled by metadata. | ||
B. To add in a primary custom Entity* | |||
created using the entity wizard | created using the entity wizard | ||
Revision as of 12:37, 14 June 2021
The NEW menu is available on all menu bars in the task pane.
Clicking on an item loads a modal with the fields on it. The context with which something is created is important as this will preset some fields.
Click Save to Save the record and then the UI will show the summary of this record.
Deduplication is available on the company
and person screens
Customising
A. The screen fields are controlled by metadata.
B. 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" />
