New

From Accelerator for SageCRM
Revision as of 14:30, 14 June 2021 by Sagecrmw (talk | contribs)

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" />