Creating a new CRM Trade Show

In CRM Trade Show view, you can create a record from the Search Criteria/Grid page or from the Details page. If your user id has the correct permissions to create a new Trade Show, a Create button displays on both of these views in iTopia.

  • Note: The ability to create new records is controlled by the permissions assigned to the resource within the role. Specifically, the CRM Trade Show resource assigned to your role must include the 'Create' operation.

Creating a new Trade Show record:

  1. From either the Search Criteria/Grid page or the Details page, click on Create.

  2. The CRM Trade Show/Create window opens. Here is an example of the fields displayed on the Create page:

    Create

    • Enter or select from the lookup Lookup a Company Number in the Company field. Enter the number of the current company in which you are working. This is a mandatory field.

    • Enter the new Trade Show. You can enter up to 20 characters. Each CRM Trade Show must be assigned a unique code.

  3. When all of the information is entered, click Continue to continue creating the new record.

    Note: If you enter an existing Company/Trade Show combination and click Continue, the details page for that combination opens in edit mode.

  4. The CRM Trade Show-Detail page opens for the new record.

    • In the General section:

      • Trade Show Description - enter up to 30 characters for the full description of the Trade Show. This is a mandatory field.

    • In the Address section:

      • Address 1 - enter up to 64 characters for the first line of the address associated with the Trade Show. This is an optional field.

      • Address 2 - enter up to 30 characters for the second line of the address associated with the Trade Show. This is an optional field.

      • State/Province - enter or select from the lookup the Province or State associated with the Trade Show. This is an optional field.

      • Address Zip/Postal Code - enter up to 11 characters for the Address Zip/Postal Code associated with the Trade Show. This is an optional field.

      • Country - enter up to 30 characters for the Country associated with the Trade Show. This is an optional field.

      • Telephone Number - enter up to 20 characters for the Telephone Number associated with the Trade Show. This is an optional field.

    • In the Information section:

      • Trade Show Contact - enter up to 64 characters for the Contact associated with the Trade Show. This is an optional field.

      • Cost - enter the Cost associated with the Trade Show. You can enter a maximum of 999,999,999.00 in this field. This is an optional field.

      • Expected Revenue - enter the expected revenue associated with the Trade Show. You can enter a maximum of 999,999,999.00 in this field. This is an optional field.

      • Start Date - enter or select from the calendar lookup the Start Date associated with the Trade Show. This is a mandatory field.

      • End Date - enter or select from the calendar lookup the End Date associated with the Trade Show. This is a mandatory field.

      • Last Date to Order - enter or select from the calendar lookup the Last Date an order is accepted for associated with the Trade Show. This is an optional field.

      • Published Document - enter the path for the Published Document(s) location associated with the Trade Show. Published Documents must be stored on a network server. When a path to a location on the server is entered in this field on the Details page, a folder icon URL folder displays to the right of this field when the record is saved. Clicking on the folder takes you to the location entered on the network server. This is an optional field.

      • Work in Progress Document - enter the path for the Work in Progress Document(s) associated with the Trade Show. Work in Progress Documents must be stored on a network server. When a path to a location on the server is entered in this field on the Details page, a folder icon URL folder displays to the right of this field when the record is saved. Clicking on the folder takes you to the location entered on the network server. This is an optional field.

    • In the Other section:

      • Trade Show Manager - enter up to 128 characters for the Manager associated with the Trade Show. This is an optional field.

      • Manager Telephone - enter up to 20 characters for the Telephone number associated with the Manager of the Trade Show. This is an optional field.

      • Manager Email - enter up to 128 characters for the Email address associated with the Manager of the Trade Show. This is an optional field.

      • Trade Show Website - enter up to 128 characters for the Website URL associated with the Trade Show. This is an optional field.

  5. When all of the information is entered, click Submit or Save.

    • When you click Save, all of your changes are saved and you remain on the CRM Trade Show-Details page. Once you click Save, and the record is successfully created, the Submit button also displays on the Details page. If you click Submit, the changes are saved and you are returned to the Create page where you can enter another new CRM Trade Show.

    • TIP: If you decide that you do not want to create the current record, you can abort the process by clicking Close or Return to Search Page icon. The following message displays: "Are you sure you want to navigate away from this page? Any changes will be discarded. Click OK to continue, or Cancel to stay on the current page. OK/Cancel". Only changes made prior to the record being updated using the Save or Submit action buttons will be discarded.

  6. Repeat these steps until all of the CRM Trade Shows are set up.

 
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