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QS5 - Editing the Create Page

The ability to Edit the content fields of any data display page is one of the most powerful aspects of EBSuite.

In this example, we will show you how to edit the Create New page of an Opportunity

In this example, the new opportunity requires both the Organization and the Contact be associated. Opportunities may be created by associating with EITHER the Contact or the Organization.

Video Link See this Example of how to edit the Create New page

 

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