Business Manager - http://www.buglerock.com

8.2. Entity Selector

8.2.1. Entity Selector Example: Select a contact

Dependent entities are selected with an entity selector. Example: Select an Industry for a Lead.

  • 1: Salient property of the selected entity will appear here. This field is not editable.

  • 2 (...): Click '...' button and a window will pop up. Search and double click (OR press Enter key) on the desired row.

  • 3 (X): Press X to clear current selection.

  • 4 (R): Press R to report the selected entity. Enabled only if the entity is reportable.