To create a page from the worker’s record, select the '+Create' button, highlighted below.
Page creation will appear on your screen. See an example below with a guide on each section.
Contact - This is the person/business record you wish to create a page on. If you are creating the page via People Hub then the contact will be the person's record
Subject - This is a dropdown of options set at CRM settings level. Alternatively, you can tick the 'Custom Subject' box and this allows you to free-type the subject.
If you do use a custom subject, this will be saved under CRM settings for future use.
Status - This is the current status of the page. For creation, this will tend to be open. As you continue using the page there may be a time to mark it as closed.
Private Page (tickbox) - If this option is selected the page will only be viewable to the creator and assignee.
Description - This is a free-type box allowing you to enter a description for the page. You can make text bold, italic and underlined.
You can even hyperlink words by highlighting the text and selecting the button shown below.
You will then asked for a URL to create the link.
Assign To - Which internal user should this page be assigned to? You can assign it to an individual or a group of users.
To create a group select 'Create Group'
You can then create the group name and assign the internal users required.
These are all the details required to create a page. Once populated select 'Create' and you will now see the page created on the workers/businesses record.
