07-15-2011 07:30 AM
I am looking to add fields in the contact section of saleslogix under the details view. It would consist of check boxes and other fields to track customers. Thanks for your help
07-15-2011 07:53 AM
It sounds more like you need developer training. However, here is a basic update in a nutshell:
Open the Database Manager within Architect - Manage - Database. Highlight the Contact table and select 'Create new field'
Enter a Field Name and Field Type. In your example you will need to select SLX Boolean Type for checkboxes. Apply Changes.
Open the form you want to add your new field to: Manage - Plugins - Forms. Press F12 to open the Toolbox - Expand SalesLogix Controls. Select the Check Box Control and add it to your form. Double click on your new check box to show the check box properties. Bind your new field to the check box under the Text property and also give the check box a useful name for future reference. Save and update the release of the form.
07-15-2011 08:49 AM
Since you are doing "web".. it gets a bit more complicated.. as Adam suggested - you need to obtain developer training - Go to SageU.com and you can get it there.