Exforsys

Free Training

CRM1.2 and Contract Template

This is a discussion on CRM1.2 and Contract Template within the Microsoft CRM forums, part of the ERP category; Is there any way to customize the "Contract Template" screen from the "home","settings","template manager","Contract Templates","New Contract Template".. Can I customize ...

Go Back   Exforsys > ERP > Microsoft CRM

Exforsys.com


Microsoft CRM Microsoft CRM Questions and Discussions.

Reply

 

LinkBack Thread Tools Search this Thread
  #1 (permalink)  
Old 01-18-2006, 12:49 PM
Ulrich
Guest
 
Posts: n/a
CRM1.2 and Contract Template

Is there any way to customize the "Contract Template" screen
from the "home","settings","template manager","Contract Templates","New
Contract Template".. Can I customize this form ?

I need to enter "Reponce Levels" in the dropdown list...

Is this possible and if so how....?


Digg this Post!Add Post to del.icio.usBookmark Post in TechnoratiFurl this Post!
Reply With Quote
Sponsored Links
  #2 (permalink)  
Old 01-18-2006, 05:20 PM
Manisha Powar \(MSFT\)
Guest
 
Posts: n/a
Re: CRM1.2 and Contract Template

Hi Ulrich,
Contract Template itself is not customizable. However, if you want the
"Response Levels" picklist to show up on each contract that gets created,
you could customize the Contracts Form itself and add the picklist. This
field will then show up on every contract irresepctive of the template being
used.
After adding the custom Picklist attribute to the "Contract" entity
To customize the contract form:
MSCRM 1.2 --> Settings --> System Customization --> Contracts --> Customize
form
MSCRM 3.0 --> Settings --> Customization --> Customize Entities -->
Contract --> Forms and Views --> Form

Hope this helps.
Thanks.
--
Manisha Powar (Madhusudanan)
Program Manager
Microsoft Dynamics - CRM

This posting is provided "AS IS" with no warranties, and confers no rights.
You assume all risk for your use. © 2005 Microsoft Corporation. All rights
reserved.
"Ulrich" <Ulrich@discussions.microsoft.com> wrote in message
news:F2599840-5483-4763-853A-620D054A9168@microsoft.com...
> Is there any way to customize the "Contract Template" screen
> from the "home","settings","template manager","Contract Templates","New
> Contract Template".. Can I customize this form ?
>
> I need to enter "Reponce Levels" in the dropdown list...
>
> Is this possible and if so how....?
>
>



Digg this Post!Add Post to del.icio.usBookmark Post in TechnoratiFurl this Post!
Reply With Quote
Reply

Bookmarks

Thread Tools Search this Thread
Search this Thread:

Advanced Search

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are On
Pingbacks are On
Refbacks are On



All times are GMT -4. The time now is 11:11 AM.


Powered by vBulletin® Version 3.8.4
Copyright ©2000 - 2010, Jelsoft Enterprises Ltd.
Search Engine Optimization by vBSEO 3.3.0
Copyright 2004 - 2009 Exforsys Inc. All rights reserved.