Search results by user ID 6879

Admin on a site

dorothyp — Tue, 12 May 2015 21:12:07 GMT

Is it possible to have more than one admin on a site?

Re: Add check box to Customers/Contacts screen

dorothyp — Tue, 12 May 2015 16:12:17 GMT

Hi.

Do I need to copy the screen to another name and then edit it? When I did the right click on the screen, it said the screen name was "CRM_EDITCUSTOMER".

If I copy it, how do I get the system to access that screen once I make the change?

Thanks!

Re: Add check box to Customers/Contacts screen

dorothyp — Tue, 12 May 2015 14:09:45 GMT

Hi,

I added it to Contacts Table.

This is the screen I am wanting to add the field to. It is on the Customers tab and then under Contacts. What screen should I be adding it to?

Re: Add check box to Customers/Contacts screen

dorothyp — Mon, 11 May 2015 22:31:03 GMT

I am not getting the Insert Fields and Objects for the table that I am accessing. It is the CRM_CONTACTS table. I created a table for something else and I do get the Insert Fields and Objects. Is the reason I am not getting the dialog box because CRM_CONTACTS is a system table and I did not create it?

Re: Add check box to Customers/Contacts screen

dorothyp — Mon, 11 May 2015 20:39:50 GMT

I am not getting the screen designer to be able to drag/drop the field onto the screen. Is that a permission setting that I need to update?

Add check box to Customers/Contacts screen

dorothyp — Mon, 11 May 2015 18:48:16 GMT

I would like to add a check box to the Contacts screen under Customers. The title of the check box is: Primary Contact.

I added the field to the database but can not figure out how to add the check box to the screen. How do I do that?

Thanks!