Webitel: Documentation
Webitel: Documentation
Breadcrumbs

General (Custom lookups)

1. Description

This section contains general information about the custom lookup.

It consists of the following fields (Fig. 1):

  • Name field;

  • Code field;

  • Description field;

  • Save button;

  • Close button.

General tab Custom lookups.png
Fig. 1. General tab (creating a lookup)

1.1. Name field

A required field used to enter the lookup name.

The name appears in the Custom lookups registry in CRM → Configuration → Lookups and is also used throughout the system wherever this lookup is applied.

1.2. Code field

A unique identifier of the lookup. This is a required field.

The code may contain only Latin letters (A–Z, a–z) and digits (0–9) and must start with a letter.
It is used for internal system processes.

1.3. Description field

An optional field used to provide additional information about the lookup.

1.4. Save button

After making changes, click the Save button. Changes are not saved unless the button is pressed.

1.5. Close button

The Close button ends work with the section and returns the user to the Custom lookups menu.

2. Opportunities

2.1. Creating or editing a lookup

Goal

Create or edit a lookup

Preconditions

  1. Access to the CRM application;

  2. Access to the Custom lookups partition;

  3. Permission to create or edit in the Custom lookups partition;

  4. At least one existing record or the ability to create a new one.

Steps:

 

  1. Find the lookup in the registry that needs to be edited.

  2. Make the required changes.

  3. Click Save.

Result

The data is saved.