Visma.net ERP
Manage substitutes of entry windows - overview
After you add a particular type of information (such as business accounts, cases, or opportunities) to the system by using the applicable data entry window, you may want to have a way to view a list of these records. The most convenient way is to configure a substitute form of the inquiry type that will serve as an entry point to the entry window.
With a substitute window, when a user clicks the name of the entry window in the navigation pane, the user is automatically redirected to the corresponding substitute form that contains the list of these records in a tabular format. When the user clicks a record, the entry window opens to show the details of the selected record.
The topics below contain information on the configuration and management of the substitute windows in your system.
