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Inserting a field on the customer and leads tab

Last post 10-07-2015 9:05 AM by Method_Morty. 1 replies.
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  • 10-06-2015 3:05 PM

    Inserting a field on the customer and leads tab

    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.

  • 10-07-2015 9:05 AM In reply to

    Re: Inserting a field on the customer and leads tab

    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

    Morty Barighzaai
    Customer Success Manager
    Method:CRM
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