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Adding new field to custom field tab for transaction type ZXXX....

Former Member
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We have a number of CRM specs floating around the office for developers to pick up. One of these I would like to complete myself, if I can.

The requirement says that a new field needs to be assigned/added to the custom fields Tab for transaction ZXXX (Recommendations) as well as the following Categories and sub-Catergories, and a large list of categories and sub-catergories are then shown.

We're on CRM 2007 and I would like to know what you believe is involved in completing this, especially the bit in bold, which is the part that is currently confusing me.

Your help would be very much appreciated.

Jas.

Edited by: Jason Stratham on Apr 8, 2009 6:15 PM

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Answers (1)

Former Member
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Anyone?...

Former Member
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Hi Jason,

Contact me so that can send you cookbook.

Thanks

Paparao

Former Member
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Many thanks for your suggestion.

If the details are in the cookbook then I'll download it.

regards

Jas

Former Member
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I can see cookbook for CRM 5.0 and for 2007. Can I assume that the CRM 5.0 cookobook can also be used for CRM 4.0 as well, or is that a bad assumption?.

Jas