Add the New Button on CL Contract Page in the Lightning View

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Add the New Button on CL Contract Page in the Lightning View

Overview

You can click on New to create a contract from the CL Contract page as explained in the Create a Simple Loan Contract section of the CL Loan User Guide for Simple Loans, Create an Amortization Based Loan Contract section of the CL Loan User Guide for Amortized Loans, Create a Line of Credit Contract section of the CL Loan User Guide for Line of Credit, and the Create a Parent Master Loan Contract and Create a Child Loan Contract sections of the CL Loan User Guide for Master Loans.

Note:

The New button is visible if a fresh install of Virgo and above is done.

Steps

If you do not see the New button on the CL Contract page, do the following:

  1. In your Salesforce application, switch to the Lightning view.

  2. Go to (Setup) > Setup.

  3. In the Quick Find box, search for Object Manager, and then click it.

  4. In the Quick Find box, search for CL Contract, and then click it.

  5. On the left panel, click Search Layouts for Salesforce Classic.

  6. In the dropdown list for List View, click Edit.

  7. Select the New [New] checkbox.

  8. Click Save.This enables the New button to become visible.

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