Custom Opportunity Form

redtapeNew Member

I've been playing around with the Form Designer for Maximizer 9. When I go to make a new form, I'm asked if it should tie to Company, Contacts, or Individuals. So, I have two questions:

1. What is the difference between a Contact and an Individual?

2. How do I create a custom form for Opportunities?

Thanks,

Chris

5/1/071:14 AM

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Original Post

gordNew Member

>1. What is the difference between a Contact and an Individual?

From the User's Guide:

|A Company represents a company or organization.
|
|An Individual is a person not affiliated with any company or
|organization.
|
|Company and Individual type Address Book entries contain Contacts
|(people associated with a Company or Individual).

>2. How do I create a custom form for Opportunities?

You'll need the Customization Suite (purchased separately) for that. Contact your Business Partner.

5/3/071:55 PM

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<ul id="{%=id%}ButtonGroup" class="button-group h-popup-buttons even-button-group even-1">
    <li id="{%=id%}Okay_buttonContainer"><a id="{%=id%}Okay" href="javascript:void(0);" class="button success no-margin-bottom h-alert-modal-ok-button" role="button">OK</a><script type="text/javascript">
        (function() {
            function {%=id%}Okay_click(event, data) {
            {%=id%}Popup.hide();
        }
        
                $('#{%=id%}Okay').on('click', {%=id%}Okay_click);
        })();
    </script></li></ul><a href="javascript:void(0);" class="close-reveal-modal" aria-label="Close Modal">&#215;</a><div class="last-modal-focus focus-utility-element" tabindex="0"></div>
</div>
<script type="text/javascript">
        (function() {
            {%=id%}Popup = new SS.Popup.ModalPopup('{%=id%}');
        })();
    </script>

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