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Hello,
I have created several custom folders and fields using Admin module in Account.
But i don't know how to display them in account page right now?
Thanks in advance.
tao jin
Discuss Account Management
About Custom Folder and Field
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1.
4/20/2007
2:42 AM
EDT
(edited)
Hello, tao jin.
All custom folders and fields You have created You can find in the corresponding module.
For Account follow the path:
Accounts(display the search form)->Click button "Search"->Display the details of any account in the list (use drop down menu or click the name of the account)->In the right column of tabs click "Folders".
There is a link like name of the folder You have created in admin. Click on it and You'll see the link "Add a record to this folder". Go inside and there is a dialog form to enter the values for custom fields.
The same logic is applicable for Contacts too.
Artem Zakolodkin | Software Engineer | Corra Technology, Inc.
artem.zakolodkin@corratech.com | www.corratech.com | www.opensuite.com
3.
7/25/2007
6:05 AM
EDT
I am facing the same problem. I am using centric crm 4.1 and i have configured it to work with MySQL.
I have added custom folder and fields in Accounts but i dont see them in accounts. I have followed the above mentioned steps. But i dont see any listed folders in "Folders"
Please suggest !!!!
4.
8/31/2007
11:54 AM
EDT
(edited)
This happen because when you add the custom field is not set the column "start_date" of table "custom_field_category".
I think it's a problem of centric with mysql.
Ok i've checked is a problem with mysql, it' the same of the problem in his post:
https://www.centriccrm.com/Discussion.do?command=Details&pid=109&iid=2768&cid=128&resetList=true
the script for mysql aren't correct because some fields of database are not correctly set.
In this case the field "start_date" at the insert of record must set to CURRENT_TIMESTAMP, but with mysql is set to null and the custom folder not works.
To solve this problem you can add a trigger to the field "start_date".
Marco Pancioni
Antica Bottega Digitale
www.abd.it
5.
11/11/2008
3:23 AM
EST
I'm still facing the same problem. Can you give me the trigger script??
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