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Is there a way to customise some of the fields to what the customer wants? i would really want to add some necessary fields and remove the ones not important to the customer, can i do that? How and where do i make that change?
Discuss Contact Management
Customisation of some of the fields of the CRM
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1.
4/20/2007
8:22 AM
EDT
What type of field changes are you looking for? If you mean the pre-populated drop-down lists, the answer is yes. The changes to these fields can be made through the "Admin" feature. If you are the administrator, you can get into the "admin" space and use the "configure modules" feature. Each of the modules has access to its respective drop-down list - in the module editor, they are called "look-up lists".
2.
5/2/2007
4:40 AM
EDT
I have done that but it's not reflecting in the accounts page. For example, when i want to add an account, my customer does not need fields like DUNS number, SIC descriptions, etc. How do i remove fields like that and add appropriate fields?
3.
5/3/2007
10:15 AM
EDT
There is a system.xml preference file which can be used to customize your instance of centric crm to a certain extent by hiding some of the fields.
Look for a system.xml file in centric's fileLibrary and open it. Under the following section which defines the fields to be ignored or hidden:
<config name="system.fields.ignore" enabled="true">
there is a list of params which might be with comments. If there is anything that starts with "organization" that is within comments, then putting that param outside the comments should make it available to the system which will hide the corresponding field when you restart your webapp server.
If you have access to the source version than you can see "accounts_add.jsp" to see how the fields are included for display "<dhv:include...." and you can edit the jsp to hide some more fields based on your preference and update the system.xml file to relect the changes.
Hope this helps.
- Ananth
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