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Create a New Configuration

Click + Create on the Popup Configurations page. The form contains four sections:

  • Teams Popup Configuration Information: automatically generated configuration number, assigned user, active status, and one or more visible roles.
  • Teams Popup Field Configuration: CRM modules and fields displayed in the popup.
  • Teams Mention Configuration: secondary searches in linked modules.
  • Descriptive Information: an internal description that is not shown to operators.

Rows can be added, reordered, or removed. Save the configuration with Save or leave without saving with Cancel.

Quick-action buttons cannot be configured during initial creation. They become available on the configuration detail page after the record has been saved.

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