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Customizing Account Manager Field
Posted: 02 Nov 07 5:58 AM
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Hello everyone!
Is there any way I can customize the Account Manager field to accomodate several Account Managers in one account instead of only one? |
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Re: Customizing Account Manager Field
Posted: 02 Nov 07 6:59 AM
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You cannot save several managers in one field.
1st way:
You can add new field in table, for example ACCOUNTMANAGER2. Then you need copy field Account Manager from Account Detail form and change property LOOKUPID to your new field.
2nd way:
You can replace standard field with you new field such as PopupEdit. This field will accomulate severel managers in script. Then you will create new form with datagrid where you can select several managers. Event OnPopup of your new field will open this form.
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Re: Customizing Account Manager Field
Posted: 02 Nov 07 11:51 AM
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Thanks Vladimir.
My next question would be, can i tie this list of account managers to its account security settings i.e. any Account Manager in the list can modify this account.
I know I can setup teams but I don't see any structure if I create a team for every account. I need a straightforward method to (1) assign any number of account managers and (2) allow the account managers in the list to update the account. |
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Re: Customizing Account Manager Field
Posted: 02 Nov 07 12:30 PM
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You can do this without create new teams. For example, if current manager is in list of account managers then all controls on form are not readonly else all controls are readonly. You need customize the script. And you need customize code of tabs, such as opportunities,contacts and etc. But!! In version 6.2.x you cannot modify account activities and history forms, so any manager can add new history or activity. But  you can create trigger for table (if you are not use remote only) for activity and history tables and check it There are many ways to do what you want, but you need customise. |
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