Tuesday, December 1, 2009

CRM: Using Checkboxes

A client asked: Can we change the Contact Method Options on the Contact Administration tab from the default option group to checkboxes?

Yes, when the response to an option is a boolean answer, you can usually use check boxes. Use the following steps to change the contact method options on the Contact Administration tab to a check box format:

* Go to Settings > Customizations > Customize Entities
* Double-Click Contact entity > Click Form and Views
* Double-Click Form to edit contact form
* Click Administration tab > Select the Email contact method
* Click Change Properties > Click Formatting tab
* Change layout from Two Columns to One Column
* Select "Check box" as control formatting

Repeat the steps for each contact method (i.e. Email, Phone, Fax, Bulk Email, Mail)

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