+Create ? More
This page provides a single point where you can create entries, such as projects, accounts, requests, items, and documents.
All users are able to access this page. However, the appropriate roles and rights are required when creating different entries.
Note:
The information in this document is applicable to product update 259 and higher. If you have versions lower than this, certain features explained here will not be applicable.
Click one of the following hyperlinks to create an entry for the selected entity:
Click this to create an entry for a person. For more information, see Creating and modifying entries for people.
Click this to create an entry for an account. For more information, see Overview of creating accounts.
Click this to create a request. For more information, see New request menu.
Click this to create an entry for an item. For more information, see Creating and modifying items.
Click this to create a project. For more information, see Creating and modifying projects.
Click this to create a document. For more information, see Selecting categories or document types for creation of documents.
Click this to create an entry for an asset. For more information, see Creating and modifying asset cards.
Click this to create a financial entry. For more information, see Creating financial entries.
Click this to create an entry for an opportunity. For more information, see Creating and modifying opportunity cards.
Click this to create a quotation. For more information, see Creating and modifying quotations.
Click this to create an entry for a service contract. For more information, see Creating and maintaining service contracts for Service management.
Click this to create a configuration.
Click this to create an entry for a contact. You have to select an account prior to creating an entry for a contact person. For more information, see Creating and modifying contacts.
Click this to create a workspace. For more information, see Navigating and customizing workspaces.
Click this to create a group. For more information, see Discovering groups in Social Collaboration.
Click this to create a database. For more information, see Creating databases.