Creating / Editing A Record

Example - New Record

Example - Editing a Record


Fields

Field Mandatory Type Description
Title No Text Box Maximum 50 characters. Title for the Customer Name.
First name Yes Text Box Maximum 50 characters. The First Name of the Customer.
Last Name Yes Text Box Maximum 50 characters. The Last Name of the Customer.
Email Yes Text Box Maximum 100 characters. The Email Address of the Customer.
Company No Text Box Maximum 160 characters. The Company name of the Customer.
Custom Reference No Text Box Maximum 50 characters. A Custom reference for the Customer.
Billing line one Yes Text Box Maximum 50 characters. First Line of the Billing Address.
Billing line two No Text Box Maximum 50 characters. Second Line of the Billing Address.
Billing city Yes Text Box Maximum 50 characters. The Billing Address City.
Billing post code Yes Text Box Maximum 50 characters. The Billing Address Post Code.
Billing country Yes Dropdown The Billing Address Country.
Billing state No* Dropdown The Billing Address State. *Mandatory if Billing Country is “United States”.
Delivery line one No Text Box Maximum 50 characters. First Line of the Delivery Address.
Delivery line two No Text Box Maximum 50 characters. Second Line of the Delivery Address.
Delivery city No Text Box Maximum 50 characters. The Delivery Address City.
Delivery post code No Text Box Maximum 50 characters. The Delivery Address Post Code.
Delivery country No Dropdown The Delivery Address Country.
Delivery state No* Dropdown The Delivery Address State. *Mandatory if Delivery Country is “United States”.


Actions

Available actions, subject to permissions, are:

Action Description
“SAVE” Button Saves the record and displays the Detail View.
“CANCEL” Button Cancels the changes and returns to either the List View or the Detail View.