Adding New Hub Records on the Fly

Some lookup fields support the option to add a new hub record without going to the Hubs area in the Navigation pane.

This feature enables you to create a new hub record without leaving the form you are currently working on.

Adding new hub records on the fly is supported in the following lookup field types found in different Vantagepoint forms:

• Firm
• Contact
• Project
• Marketing Campaign
• Employees

In the lookup field that supports adding a new hub record on the fly, the + New <hub record> option is available in the drop-down menu of the lookup field. Click the + New <hub record> option to display the corresponding hub dialog box where you can fill in the hub details and save the new record.

For example, in the Marketing Campaigns form, go to the Projects tab. Click + Add Project to add a new row in the Projects grid. Click the drop-down for in the Name field and select + New Project in the drop-down menu, the Projects dialog box displays where you can now add details on the in pursuit project you are creating.

If the + New <hub record> option is not displayed in the drop-down menu for supported lookup fields, it means that you do not have the appropriate access right to create new records for the hub that the lookup is associated with.

The fields and options that are available in the hub dialog box are also found in the corresponding hubs form. Refer to the corresponding hub form topics for field and option descriptions:

• Firms Dialog Box: Firms Form
• Contacts Dialog Box: Contacts Form
• Projects Dialog Box: Projects Form
• Marketing Campaigns Dialog Box: Marketing Campaigns Form
• Employees Dialog Box: Employees Form