Outlook Customization: Difference between revisions
From Accelerator for SageCRM
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The screen is titled "ctPersonListScreen" and if you set the associated view to be vSummaryPerson you can add in phone number and email details | The screen is titled "ctPersonListScreen" and if you set the associated view to be vSummaryPerson you can add in phone number and email details | ||
*by default we just display the first and last name | *by default we just display the first and last name | ||
3. Customize Communication and Document Fields before filing Email | |||
Revision as of 14:49, 15 June 2017
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.
2. Customise the Person List
From version 4.2.2 (Jan 2015) you can customise the person list screen
The screen is titled "ctPersonListScreen" and if you set the associated view to be vSummaryPerson you can add in phone number and email details
- by default we just display the first and last name
3. Customize Communication and Document Fields before filing Email
