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.
- Firm
- Contact
- Project
- Marketing Campaign
- Employees
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.
- 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