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Hey girl. Sometimes you have to toggle a field's visibility to get your sales buddies to enter data
Jan
17
Written by:
1/17/2012 3:42 PM
Keeping your CRM forms simplified can be tough. This guide should show you a few simple steps to show/hide field(s) in CRM 2011. In this guide we will be hiding the email field on the Accounts entity.
Step 1: Go to 'Settings' on the left navigation of CRM and then 'Customization'
Step 2: Click the 'Customize the System link'
Step 3: Select 'Entity' and then 'Account' (or whichever Entity has the fields you wish to hide on it).
Step 4: From here open 'Forms' and then the form with the Form Type listed as 'Main'
Step 5: From here double click the 'E-mail' field displayed
Step 6: Uncheck this checkbox to hide or show the field on the form
Step 7: Save and click publish
There you have it girl. You have just hidden a field from a crm form J. If you need some more situational logic to show/hide a field, check out this entry by Daniel Bergsten
Also, if you want to see more Gosling memes http://siliconvalleyryangosling.tumblr.com/
Hope you found this helpful! Drop a comment if you have any questions or there is anything else you'd like to see a guide for!
Later girl.
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