CRM 8.9 - FAQs on Quick Create templates and their use on Component searches (Doc ID 640379.1)

Last updated on APRIL 16, 2024

Applies to:

PeopleSoft Enterprise CRM HelpDesk - Version 8.9 and later
PeopleSoft Enterprise CRM HelpDesk for HR - Version 8.9 and later
PeopleSoft Enterprise CRM Order Capture - Version 8.9 and later
PeopleSoft Enterprise CRM Marketing - Version 8.9 and later
PeopleSoft Enterprise CRM Integrated FieldService - Version 8.9 and later
Information in this document applies to any platform.
This document was previously published as Customer Connection Solution 200977688 *** ***

Purpose

CRM 8.9 - FAQs on Quick Create templates and their use on Component searches. Setting up a new Quick Create Template and using it on a Search page example 360 Degree Search, some Frequently Asked Questions?

Questions and Answers

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In this Document

Questions and Answers

How to get a new field on an existing Quick Create template?

The new field appears on the template, but where does it get the Label for the new field on the template?

How to get the new template show on Search page?

How to change the template label or name that appears on Search page

How to get more than one template to show up on the 360 degree drop down ?

Saving the Quick Create template - Setid required message doesn't allow to save.

The 360-Degree View search results default to show tabs in the order "Person" then "Organization", when searching for example the address that is common to person as well as company. Why and How ?

Is there a way to default the Set ID when creating a new record via Quick Create?

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