Monday, 3 December 2007

Adding New Phone Types

Here's a quick one for people looking to add new phone numbers to a person. Don't add a phone field to the person table, becuase you won't be able to add the new field correctly to the appropriate screens. The phone fields in CRM exist as "translations" and to create a new phone type, all you need to do is create a new translation. For example, let's say you want to create a new phone type called "alternative" and have it appear on both the summary tab and on the phone/email tab. Go to Administration - Customisation - Translations. Create a new translation with the following properties

Caption Code = 'Alternative'
CaptionFamily = 'LinkPersPhon'
CaptionFamilyType = 'Links'
USTranslation = 'Alternative'
UKTranslation = 'Alternative'

Save the new translation, and hey presto on the person you will have a new phone type. Easy!

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