Re: Inserting a field on the customer and leads tab

Method_Morty — Wed, 07 Oct 2015 14:05:04 GMT

Hey,

Add a Textbox on screen, then OnScreenLoad Retrieve the Value From Table and update the Textbox with the Title. It will look like this:

The only other logic you will need to add to the Save buttons will be:

- Check if the Title has been modified by checking to see if it equals what's in the Title.Contacts Table.

- If the Title OnScreen is different than what is saved on Record then update the Title.Contacts Record in Table to what is OnScreen.

Give that a shot and let me know if you run into any problems, I'll more than happy to help.

-- Mortaza

Inserting a field on the customer and leads tab

cwellman@wellmanexteriors.net — Tue, 06 Oct 2015 20:05:57 GMT

I need to insert a "Title" field underneath the main "contact" on the customer and leads screens. I know you can click on the contact below and edit it and add the title but I would like for my sales people to be able to add the main contacts Title on the main screen.

Method:Classic General Q&A

Re: Inserting a field on the customer and leads tab

Inserting a field on the customer and leads tab