x Want to participate? Join the group to interact
  • State Not Answered
  • Replies 4 replies
  • Subscribers 74 subscribers
  • Views 500 views
  • Users 0 members are here
Browse Forums
Announcements
105
topics
32
replies
General Discussion
6k
topics
18k
replies
kstenton

Amending feilds from Company, when in Opportunity?

Posted By

Hi Community

We found a problem with some users being a little bit lazy and not filling in a couple of company fields ie the sector and source.

Is there anyway to get these fields to display in an opportunity for that company? I have tried creating a view and based it on our main opportunity workflow, which displays the fields for amendment in that stage of the workflow, the fields can be filled in but this doesnt populate the fields in the company.

is this possible or?

Thanks

  • 0
    Hi Karl,
    Well, Sector and Source fields can be made compulsory for all the users by making below changes. There are 2 options to achieve this.
    Option 1:

    1. Log in to CRM as an Administrator.

    2. Navigate to the Administration à Customization à Company.

    3. Click on Field Security button(Pencil icon) of Status field.

    4. Make the Required checkbox Checked.

    5. Click on Continue.

    6. Repeat the same for Sector field.

    Option 2:

    1. Log in to CRM as an Administrator.

    2. Navigate to the Administration à Customization à Company.

    3. Click on Field Security button(Pencil icon) of Status field.

    4. Make the Required checkbox Checked.

    5. Click on Continue.

    6. Repeat the same for Sector field.

    Option 1 will make Sector and Source mandatory only for company screen. However Option 2 will make them mandatory in entire CRM. This would be an easy to implement in this case and it will save your time to do it from within the opportunity workflow. Hence customization can be avoided.
    Hope this information helps!
    Regards,
    Dinesh
  • 0

    Hi there, thanks for this info I will use this however your two options appear to be the same?

    I'd like to do this for the entire CRM?

    Thanks

  • 0
    Apologies for the same options in the above post. Here is the option for making the Source and Sector fields mandatory on the Company screen.

    1) Log in to CRM as an Administrator.

    2) Navigate to the Administration à Customization à Companyà Screens.

    3) Select the Screen by clicking on Customize button (Pencil icon).

    4) Select Source field.

    5) Add script “Required=true;” in Create script.

    6) Update and Save.

    7) Repeat the same for Sector field.

    Hope this helps!

    Regards,

    Dinesh

*Community Hub is the new name for Sage City