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. |
Yes | Text Box | Maximum 100 characters. The Email Address of the Customer. | |
Company | No | Text Box | Maximum 50 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. |