Jump to content


Photo

Custom Fields mapped to users, contacts or accounts

fields users accounts contacts custom meetings

  • Please log in to reply
1 reply to this topic

#1 philip

philip

    Newbie

  • Members
  • Pip
  • 3 posts

Posted 17 October 2014 - 10:19 PM

Hi! Is it possible to map custom fields to existing records?

 

For example: In meetings designer view, I will add a new "tag cloud" custom field called "Person responsible". Currently, we can manually assign values for that field. But is it possible to just fetch record from existing users or contacts similar to the attendees field?

 

Also in meeting, in case I want to have multiple opportunities (which is really possible to have it in one meeting) or add multiple projects, where can I configure this? I wonder why not all fields are visible in the designer. I was looking for solutions for almost a week now but can't get any solution.



#2 Jason

Jason

    Administrator

  • Administrators
  • 864 posts
  • LocationChicago

Posted 19 October 2014 - 08:03 PM

Just to confirm, you are trying to do a user lookup field as an extra field in meetings?  This would require a little bit of custom work but could be done and could also be completed upgrade safe.


Jason Green
Zurmo Team
Need support? Upgrade now






Also tagged with one or more of these keywords: fields, users, accounts, contacts, custom, meetings

0 user(s) are reading this topic

0 members, 0 guests, 0 anonymous users