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 Author  Thread: Opportunity Detail
Mamosa
Posts: 13
 
Opportunity DetailYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 18 May 12 2:37 AM
fiogf49gjkf0d

When you insert a new opportunity there's field for Lead Source and I would like to make it madantory for our salesman to supply the info instead of them ignoring it or leaving it blank


Is this easy to do? what do I need to action this, how long will it take me to do it or do I need SLX developer to do it for me?


Appreciate your input


thanks v. much


Regards


Mamosa


 


 

[Reply][Quote]
Raul A. Chavez
Posts: 1300
Top 10 forum poster: 1300 posts
 
Re: Opportunity DetailYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 18 May 12 7:47 AM
fiogf49gjkf0d

Is this for LAN Client or Web Client?


On either client you should be able to easily flip the "Required" attribute to the Lead Source Control on the Insert Opportunity Form.


 


However, each client has a different method for releasing the change out to Users.


On the LAN client, it is enough to Update Releases; however, on the Web client you would have to do a Build on App Architect and then execute a Deployment.


 


 

[Reply][Quote]
Mamosa
Posts: 13
 
Re: Opportunity DetailYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 18 May 12 8:22 AM
fiogf49gjkf0d

Thank you for your prompt response


 


It’s for LAN Client, is it possible to send me the steps how to action this “flip” Required


 


Sorry to bug you but I’m learning on the job J


 


Many thanks


Mamosa

[Reply][Quote]
Raul A. Chavez
Posts: 1300
Top 10 forum poster: 1300 posts
 
Re: Opportunity DetailYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 18 May 12 8:25 AM
fiogf49gjkf0d

You just have to Open the Form within the Architect.


Select the Control for the Source Field.


On the Properties window, scroll to the "Required" property. It has a checkbox on it, Check it.


Save and Update Releases.


 


 

[Reply][Quote]
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