Creating a new Account Trade Show record

In the Account 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 Account Trade Show record, 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 Account Trade Show resource assigned to your role must include the 'Create' operation.

Creating a new Account Trade Show record:

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

  2. The Account 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 or select from the lookup Lookup a Customer Code. The Customer code can be for either a Customer or Prospect. This is a mandatory field.

    • Enter or select from the lookup Lookup the Trade Show you want to associate with the current Customer/Customer Code combination. The Trade Show codes are maintained in the CRM Trade Show view. This is a mandatory field.

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

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

  4. The Account Trade Show Details page opens for the new record.

    • Contact - enter the Contact name for the current Account Trade Show. You can enter a maximum of 30 characters in this field. This is an optional field.

    • Telephone Number - enter up to 21 characters for the Telephone Number associated with the Contact for the current Account Trade Show. This is an optional field.

    • Email Address - enter the Email address for the Contact. You can enter up to 93 alpha numeric characters in this field. 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 Account 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 Account 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 Account Trade Show records are set up.
 

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