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Relationship Centre Smart Button
Clear
From list view, clears the Relationship Centre form ready for a new organisation/contact selection to be made.
From maintenance view, clears the form ready for a new record to be added.
Add Appointment
Available in list view on all tabs when privileges to Add my own records are assigned in CRM User Preferences.
Also available in detail or maintenance view from Communication and Followup.
Opens the Appointment tab in maintenance view.
Add Communication
Available in list view on all tabs when privileges to Add my own records are assigned in CRM User Preferences.
Also available in detail or maintenance view from Appointment and Followup.
Opens the Communication tab in maintenance view.
Add Followup
Available in list view on all tabs when privileges to Add my own records are assigned in CRM User Preferences.
Also available in detail or maintenance view from Appointment and Communication.
Opens the Followup tab in maintenance view.
View List
Available in detail or maintenance view.
Switches to list view to display the appointments/communications/followups for the Organisation/Contact.
When
in detail view, on selecting View List, records for the Organisation/Contact
of the last reviewed details are displayed.
Save
Available in maintenance view.
On selecting, the active record is saved and remains displayed in the form.
Select 
for other actions.
Save & Add New
On selecting, the active record is saved, the form is cleared and all default values are restored.
Select for other actions.
Save & Email
Available for new appointments and communications yet to be saved.
For Communications, both Status and Method are required fields. Where Method is left blank, this field defaults to Email but is editable.
Available for appointments and communications that have already been saved.
For Communications, both Status and Method are required fields. Where Method is left blank, this field defaults to Email but is editable.
Delete
This option is available where the user has access to delete the record. On selecting, a warning message will prompt for confirmation.
Yes deletes the active record. The form is cleared ready for a new record to be created.
Selecting No cancels the delete process and leaves the record displayed in the form.