Lead Summary: Difference between revisions
From MobileX for SageCRM
Crmtogether (talk | contribs) (Created page with "Summary/New and Edit screens To add/remove fields from your CRM system you need to edit the screens in CRM called "LeadOfficeInt" and "LeadOfficeIntNew"") |
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"LeadOfficeIntNew" | "LeadOfficeIntNew" | ||
You can customized the list with this setting (comma delimit the fields) | |||
<add key="lead_descfield" value="lead_description,lead_companyname"/> | |||
**the field 'lead_companymatch' is not supported in this screen and you cannot match a company to a lead from MobileX. You must do this in full CRM. | |||
Latest revision as of 18:22, 9 April 2018
Summary/New and Edit screens
To add/remove fields from your CRM system you need to edit the screens in CRM called
"LeadOfficeInt"
and
"LeadOfficeIntNew"
You can customized the list with this setting (comma delimit the fields)
<add key="lead_descfield" value="lead_description,lead_companyname"/>
- the field 'lead_companymatch' is not supported in this screen and you cannot match a company to a lead from MobileX. You must do this in full CRM.
