New

From Accelerator

The NEW menu is available on all menu bars in the task pane.

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.

New2.jpg

Click Save to Save the record and then the UI will show the summary of this record.


Deduplication is available on the company

New3.jpg

and person screens

New4.jpg



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,value,readonly