For the complete documentation index, see llms.txt. This page is also available as Markdown.
Create Associate Records within Tree View
The Create Associate Record feature allows users to quickly add new related records directly from the Tree View without navigating away from the visual hierarchy. This makes relationship-building effortless by enabling on-the-spot creation of contacts, sub-accounts, or any child entity directly under the selected parent node. Once saved, the new record instantly appears in the Tree View - keeping the hierarchy updated in real time and improving productivity.
How to create associate records within Tree View: Step-by-Step Guide
1. Open the Tree View
Navigate to the entity record (e.g., Account) and select the Tree View tab to view all associated contacts, sub-entities, and any configured relationships.
2. Click “Create Record”
Click On Menu Props I.e vertical three dots.
Click Create Record (as highlighted in the first image).
This opens the Quick Create panel on the right side.
3. Fill in Record Details
In the Quick Create form:
Enter required fields (e.g., First Name, Last Name, Job Title).
The Parent / Lookup fields are auto-populated based on the selected node (e.g., Account Name = Michael Thompson).
Add any additional details like email, phone numbers, or descriptions.
4. Save the Record
Click Save and Close.
The record is created instantly and linked to the selected parent record.
5. View the Newly Added Record in Tree View
Upon saving, refresh the tree view manually and display the newly created associate record—such as Jeremy Johnson—under the appropriate parent node (as shown in the final image).
Result
You can now visually build and manage CRM relationships with ease:
Add new contacts or related records directly on the tree view
