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DuarteM7 Member since 2015 24 posts
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Posted: 3 years ago
Last activity: 3 years 5 months ago
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Configuration of the "+New" Menu

Hello All,

There's one thing that is not totally clear to me by the end of this course. How can I configure, add, remove or create sub-level options in the list menu "+New"? For instance for the user CACSR we can see the options Phone Call, Outbound Phone Call, Inbound Correspondence and Demo Screens Pops, as per the attached screen shot.

How can I change that? I guess I've missed something here because I can't distinguish the available options from a bunch of others in the Case Types Explorer nor in the Application > Cases & Data screen.

Thx,

Duarte

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