New

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.

The screens are called "ENTITYOfficeIntNew".

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" />

C. Screen Scripting

Supported

   CustomContent
   CreateScript items - Caption, Required,DefaultValue,ReadOnly (case-sensitive)

PLEASE NOTE:

Fields like "oppo_description" that are key fields and are set based on the email. So for those fields "DefaultValue" will not work.

Anonymous