- Managers now see step 1: choose 'Create myself' or 'Assign to employee' - Assign mode: select customer+product+employee → creates record immediately, sends invitation email, skips protocol step - Self mode: existing 2-step flow unchanged - Fix open/closed tab: pass view param in dataUrl so grid filters correctly Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>