Creating a new CRM Contact Group Code

In the CRM Contact Group Code 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 Contact Group Code, 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 Code resource assigned to your role must include the 'Create' operation.

Creating a new CRM Contact Group Code record:

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

  2. The CRM Contact Group Code/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 the new Contact Group code. You can enter up to 20 alpha numeric characters in this field. 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 combination and click Continue, the details page for that combination opens in edit mode.

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

    • Contact Group Description - enter the full description of the Contact Group. You can enter up to 128 alpha numeric characters in this field. This is a mandatory field.

  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 Code-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.

    • 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 Codes are set up.

 

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