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Create or Update Entities

Attention, this is the published version. You can find the working version in the working space.

Create or Update Entities

Owned by Intact Publisher
Last updated: Feb 12, 2024

The Create or Update Entities feature allows you to create new entities and update existing ones. With the appropriate permissions, you can open the desired entities either in read-only mode or with write permissions to be able to edit them.

The following functionalities are provided with this feature:

  • Create new entities
  • Search for existing entities
  • View or update existing entities



Ξ PERMISSIONS

PermissionDescription
Contact master data - editing Gives permissions to edit all existing entity master data
Contact master data - readingGives permissions to read entity master data 
Contacts - adding, deleting, editing Gives the permission to create a new entity as well as delete and edit existing entities 



Ξ SETTINGS

SettingDescription
Define Address Master Data (Country Management)How to Predefine Address Templates
Define Contact TypesHow to Prepopulate List Fields / Drop-Down Fields > Contact type


Ξ USER MANUALS


Ξ AREAS 

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