Creating a new CRM Contact Group Assignment record

In the CRM Contact Group Assignment table, you can create a record from the Search Criteria/Results Grid page or from the Details page. If your user id has the correct permissions to create a new CRM Contact Group Assignment 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 CRM Contact Group Assignment resource assigned to your role must include the 'Create' operation.

Creating a new CRM Contact Group Assignment record:

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

  2. The CRM Contact Group Assignment/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.

    • Contact Group - enter or select from the lookup the Contact Group code. Only Contact Group Codes created in the CRM Contact Group Code table can be entered in this field. This is a mandatory field.

    • CM Contact Key - enter or select for the lookup the Contact to which you are associating the entered Company and Contact Group. The Contact must exist in the Contact Master (EC30) view. If you use the lookup, you can search for the Contact by name in EC30 and the CM Contact Key automatically displays once the Contact is selected. 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/Contact Group/CM Contact Key combination and click Continue, the details page for that combination opens in edit mode.

  4. The CRM Contact Group Assignment-Detail page opens for the new record.

    • Email Promo - this field indicates whether or not the contact is part of the Email promotion that is included for the current Contact Group. Select the 'Yes' or 'No' radio button. This field defaults to 'No'.

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

    • When you click Save, all of your changes are saved and you remain on the CRM Contact Group Assignment-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 Contact Group Code Assignment.

    • 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 Contact Group Assignments are set up.

 

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