Create and Edit View

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You can create a new CRM record by clicking the button, or , depending on the module.

The input fields in this view are referred to as master data. You should enter only the information that is relevant and important to your Organization. Fields that are not meaningful/mandatory or whose purpose is unclear can be left blank or removed by the administrator.

Examples of main fields for creating a new Organization are shown in the image below.

The Edit View enables you to modify the information displayed for a record. It allows users to update existing data as well as add or remove details.

After making your changes in the Edit View, you can click to apply them or to discard them.

The following special functions are available for this view:

Records – Each CRM record is automatically assigned a unique number when it is created. This number cannot be defined by individual users. Instead, the CRM administrator sets a numbering scheme for each module, which is then used during record creation. You can view this number in the record’s Detail View.
Mandatory Fields – A mandatory field is marked with a red * icon next to the field name. Records cannot be created unless all required fields are filled in. Your CRM administrator determines which fields are marked as mandatory.
Automatic Lookup – For certain fields, your CRM will automatically search the existing database as you type and display matching results starting from the third character. This helps prevent the creation of unnecessary duplicates. A common example is the Organization Name field.
Related Fields – The Member Of field shown in the image is also called related field. This means you cannot enter data directly into the field. Instead, you can link it to the master data of another record.

As with automatic lookup, you can find an existing record by typing at least 3 characters. Alternatively, you can open the lookup menu using the search icon, or create a new entry using the plus icon.