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Former Member
Jan 28, 2011 at 03:18 PM

Adding custom fields only to views and NOT tables?


Hi All,

We're on CRM 2007 and would like to add few custom fields in overview page. These custom fileds would display calculated numeric values, checkbox or status during runtime of overview page. In other words we don't need to add these custom fields to database tables using EEWB, but still display values in fields based on some logic.

For instance, if a customer has payment arrangement made for his/her bill then the call center agents would like to see a flag on checkbox (i.e. "Payment Arrangement = 'X') in overview page. Also note that payment arrangement details can be viewed on 'Payment' workcentre but contact centre agents would like to see a flag on overview page to avoid navigation and save time. Similarly, there are some other data in other work centres for which they would also like to see status or flag set or numeric total value.

I'm familiar with the steps for adding custom fields to tables/structures using EEWB and then displaying them in CRM webclient views but this requirement is a bit different. So, any suggestion for best approach and the best place to code logic would be much appreciated.