Manage subsitutes of entry windows

After you add a particular type of information (such as business accounts) to the system by using the applicable data entry window, you may want to have a way to view a list of these records.

The most convenient way is to configure a substitute form of the inquiry type that will serve as an entry point to the entry window.

With a substitute window, when a user clicks the name of the entry window in the navigation pane, the user is automatically redirected to the corresponding substitute form that contains the list of these records in a tabular format. When the user clicks a record, the entry window opens to show the details of the selected record.

The topics below contain information on the configuration and management of the substitute windows in your system.

Last modified February 19, 2026