Customer Forums
Fields, Picklists & Customising Workbooks
Use this Forum to find out more about customising Workbooks by creating custom fields and modifying picklists.| Forum Name | Replies | Created | Latest Reply |
|---|---|---|---|
| Configuring a Dispatch Address using a Dynamic Picklist Out-of-the-box Workbooks doesn't have a Dispatch Address field for Order etc. You can add a Dynamic Picklist field which allows you to choose a Person and using that Person, fields to build a separate... |
0 | 6 days 2 hours ago by jkay |
n/a |
| Bringing your quotations alive with product pictures You can make your quotations much more compelling to your customers by including pictures of what you're selling. ... |
0 | 8 weeks 4 days ago by jkay |
n/a |
| @Codes for use when customising I would like to add a column to my quotes and invoices but I can not find the code to make it appear. In this case it is the 'Unit' field I would like to include, but it would be helpful to have... |
1 | 15 weeks 1 day ago by sharon |
9 weeks 5 days ago by jkay |
| Custom Form Layouts What happened to the option form customising form layouts? My database is of Organizations only, no People. However, I need to set up mailing lists. I have a Custom Field for Email in the Organization... |
1 | 18 weeks 6 days ago by ToniRightChoiceHogan |
9 weeks 5 days ago by jkay |
| Modify PDF Template to show Customers VAT Number Hi! I'm trying to modify the *.xsl template to show an additional field containing the customer's VAT Number (needed in Italy) under the customer's address. This is the xsl: ... |
4 | 9 weeks 6 days ago by riccardo |
9 weeks 5 days ago by jkay |
| Integration with Google maps Several Workbooks customers have integrated Workbooks with Google Maps. Here’s a high level example of how a Solar Panel company integrates their website / Google Maps with Workbooks. ... |
1 | 47 weeks 5 days ago by Support |
9 weeks 6 days ago by jkay |
| How to create a Packing Slip I would like to create a packing list that list everything an order or invoice does but without pricing. We like to include these in the boxes we ship to cusotmers so they can check in the order... |
1 | 12 weeks 6 days ago by MikeC |
12 weeks 1 day ago by Support |
| Setting Up New Tab? In the PEOPLE section is it possible to set up a new tab along with MAIN, SUMMARY, ACTIVITIES, etc? For example, Medical Information and create dropdown boxes and text fields within it... |
1 | 13 weeks 22 hours ago by LaylaZakaria |
12 weeks 1 day ago by Support |
| How do I add a custom field? How would I go about adding a custom field to the contact screen? I'm looking to add URL-based fields for Twitter, facebook and LInkedIn. Thank you... |
1 | 19 weeks 6 days ago by pb |
19 weeks 6 days ago by Support |
| Why isn't my Organisation form layout applied? Why isn't my Organisation form layout taking effect? I've published and saved the form layout, but when I open an organisation record my custom form layout is not applied... |
1 | 22 weeks 5 days ago by Anonymous |
22 weeks 5 days ago by Support |
| How do I set a default value? How do I set a default value? I want newly created cases to be assigned to a particular queue by default.... |
1 | 30 weeks 9 hours ago by Anonymous |
30 weeks 8 hours ago by Support |
| Improving Usability I use the Activity record to keep a continuing note of my interactions with prospects. During these interactions - usually on the phone - I often gather new or revised information about the person I a... |
1 | 46 weeks 1 day ago by briesmith |
46 weeks 1 day ago by Support |
| How do I amend the list of values in the Campaign picklist? How do I amend the list of values in the Campaign picklist?... |
1 | 49 weeks 6 days ago by Anonymous |
49 weeks 6 days ago by Support |
| How do I get fields to map / transfer from the Sales Leads to other objects created during the sales lead conversion process? How do I get fields to map / transfer from the Sales Leads to other objects created during the sales lead conversion process? I have custom fields on the Sales Lead and I need them to be auto... |
1 | 1 year 1 week ago by Anonymous |
1 year 1 week ago by Support |
| Can I choose which fields are mandatory for web leads? Hello I'd like Company Name to be mandatory, and telephone number optional, how can this be achieved? Regards Dave M... |
3 | 1 year 8 weeks ago by davedevelopment |
1 year 8 weeks ago by Support |
| Mandatory fields Is there a way to make standard record fields mandatory? We want to enforce 'Source' as a mandatory field. I know I can edit the picklist, but I can't see any way to make it mandatory, potential... |
1 | 1 year 13 weeks ago by mazza25 |
1 year 13 weeks ago by Support |
| Picklist layouts When creating a picklist, is there any way to ensure the picklist items remain in the same order they are entered? I assumed saving the view would work, however the options were re-sorted in alp... |
1 | 1 year 15 weeks ago by mazza25 |
1 year 15 weeks ago by Support |
| Options in picklists Can I add Dr as an option in the person title field? ... |
1 | 1 year 17 weeks ago by Anonymous |
1 year 17 weeks ago by Support |