locked
How can I add a field to the leads form with a pulldown for professional titles RRS feed

  • Question

  • Hi All I need to add a field in the leads form with a pull down of professional titles like DR, PhD etc. I have also been tasked with removing the mandatory Topic field. Is there a way to remove the mandatory designation so I can remove it? I am running Microsoft Dynamics® CRM Online Spring '14 <bdo dir="ltr">(6.1.0.575)</bdo> (DB <bdo dir="ltr">6.1.0.575</bdo>) Thanks!

    Monday, May 19, 2014 5:22 PM

Answers

  • 1. A pull down is called an 'Option Set' in CRM. In the Solution Customization open Opportunity fields, Click New and choose the Type as 'Option Set'. This will allow you to add values to the list and also set a default. Once you are done adding the values and saved the field, publish the customizations.

    2. You cannot remove the Topic field from Opportunity as it is the primary field and is locked on the form. Alternatively, you can hide it by un-checking the 'visible by default' property (open the opportunity form and change the Topic's properties). Change the Field Requirement to be 'Optional' (Navigate to Solution Customizations -> Opportunity -> Fields and open the Topic field). Set a default value for topic using a Form script as the topic field is shown in the opportunity form's title.

     


    If my response helps you in finding your answer then please click 'Mark as Answer' and 'Vote as Helpful'

    • Proposed as answer by Mamatha Swamy Monday, May 19, 2014 8:22 PM
    • Marked as answer by wildcat4370 Tuesday, May 20, 2014 11:40 AM
    Monday, May 19, 2014 8:22 PM

All replies

  • 1. A pull down is called an 'Option Set' in CRM. In the Solution Customization open Opportunity fields, Click New and choose the Type as 'Option Set'. This will allow you to add values to the list and also set a default. Once you are done adding the values and saved the field, publish the customizations.

    2. You cannot remove the Topic field from Opportunity as it is the primary field and is locked on the form. Alternatively, you can hide it by un-checking the 'visible by default' property (open the opportunity form and change the Topic's properties). Change the Field Requirement to be 'Optional' (Navigate to Solution Customizations -> Opportunity -> Fields and open the Topic field). Set a default value for topic using a Form script as the topic field is shown in the opportunity form's title.

     


    If my response helps you in finding your answer then please click 'Mark as Answer' and 'Vote as Helpful'

    • Proposed as answer by Mamatha Swamy Monday, May 19, 2014 8:22 PM
    • Marked as answer by wildcat4370 Tuesday, May 20, 2014 11:40 AM
    Monday, May 19, 2014 8:22 PM
  • Thanks!
    Tuesday, May 20, 2014 11:42 AM