Creating Custom Record Types Last updated : 14th January 2019 Once the Module, Extension and Capabilities for Users have been configured, Users will be able to create Custom Record Types. This is accessed from Start > Configuration > Customisation > Record Types. Users with all of Continue Reading
Enabling Custom Records Last updated : 18th June 2025 By default, the Custom Records extension will not be activated on your account after it is first purchased, but it can be activated by a System Administrator through Start > Configuration > Account Settings > Continue Reading