Hub Dialog Box

This dialog box enables you to add hub records on the fly through supported lookup fields found in different forms throughout DPS. This allows you to create hub records without the need to go to the Hubs area in the Navigation Pane.

The hub dialog box name varies and is based on the associated hub for the lookup. The following lookups found in DPS enable you to add hub records:
  • Opportunity
  • Firm
  • Contact
  • Project
  • Marketing Campaign
  • Employees
If you add a record using an opportunity lookup, the hub dialog box displays as the Opportunities dialog box.

The hub dialog box displays fields and options that are also displayed in the corresponding hub form that you access from the Hubs area of the Navigation pane. Use the fields and option in the dialog box in the same way as you would use them in the hub form.

Appropriate access rights are required to add new hub records on the fly through the supported lookups.