Outlook Customization

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Revision as of 21:25, 16 September 2014 by Sagecrmw (talk | contribs) (Created page with "1. Customize the company screen The screen "companyofficeint" is readonly so you can change the view that is used on the screen (you cannot do this with screen "companyoffice...")
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1. Customize the company screen

The screen "companyofficeint" is readonly so you can change the view that is used on the screen (you cannot do this with screen "companyofficeintnew")

Edit the screen properties and set the view to be "vsummaryCompany"

Refresh the Metadata

Edit the screen fields and add/remove the fields as normal in CRM

With screen "companyofficeintnew" you can add/remove company fields only.

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