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CRM 2011: Change CRM Address State to a drop-down

Extensions, Scripts, Web Resources No Responses »
Mar 072011

Do you want a drop down box for the state, but you don’t want to break core CRM functionality?

In CRM 4.0 I had posted an article about changing the CRM Address State to a drop down box. I have went back and updated the code a little (fixed a bug) and it will work with CRM 2011.

Ok, this script uses the same methods I used in CRM 4 to show the states for the United States and Canada (You can always modify it to have more options). This will help restrict what people put in the state field by providing them a drop down box. It will also allow them to view the old text box and enter any custom information just by clicking on ‘* ENTER A CUSTOM PROVINCE *’.

This script will work on the onload for a lead, contact, account, and sales-contact.

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Posted by Carlton Colter at 10:01 am Tagged with: , , , , , , , , ,

CRM 2011: Toggle Visibility (Hide/Show) - Visibility.js

Extensions, Scripts, Web Resources 28 Responses »
Feb 242011

Visibility.js provides a simple way to set the visibility of navigation, section, tab, and form control elements using JScript. It also allows you to change the visibility using the onClick event of a checkbox.

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Posted by Carlton Colter at 5:57 pm Tagged with: , , , , , , , , , ,

CRM Common JScript File

Scripts No Responses »
Oct 132009

Need to reference an external javascript file to make functions available in change events and in an onload? Here’s how!

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Posted by Carlton Colter at 4:10 pm Tagged with: , , , , , , ,

Set a default email template for new emails on cases.

Extensions, Scripts, Web Resources No Responses »
Oct 022009

In response to Peter Bergman’s post on the CRM forums, I traversed Microsoft’s code. I determined that the ApplyTemplate loads a specific page, and on that page, the ok button sets the information on the calling page. I melded the ApplyTemplate and ok methods together to create LoadTemplate provided below. With the right parameters, it will set the default template.

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Posted by Carlton Colter at 5:31 pm Tagged with: , , , , , , , , ,

Get Current User's Business Unit for Hiding Fields

Extensions, Scripts 12 Responses »
Sep 302009

In my previous post about hiding fields and tabs using roles, I outlined how use roles to hide fields, etc. Here is a modification of the method to hide sections by business unit.

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Posted by Carlton Colter at 9:34 am Tagged with: , , , , , , , , ,

CRM4: Hide Fields or Tabs by Role with Javascript

Extensions, Scripts 22 Responses »
Sep 302009

Do you need to hide fields or tabs based on security roles. Here is an easy way to add the functionality to your CRM, use my code example.

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Posted by Carlton Colter at 8:13 am Tagged with: , , , , , , , , ,

Auto-Update Duration/End Time JScript

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Sep 282009

Sometimes you need to be able to have preset values, and have the duration auto-update. In this example, I will make the actual durations auto-update when one of the fields is changed. If the duration is changed, then the end date will be changed.

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Posted by Carlton Colter at 10:21 am Tagged with: , , , , , ,

Toggle Fields in a CRM form using JScript

Extensions, Scripts No Responses »
Aug 262009

This script can be used to create a form in CRM that has fields appear based on a a radio (bit) yes/no. If yes, answer an additional question, if no, keep the other field hidden.

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Posted by Stephan Bayer at 3:39 pm Tagged with: , , , , ,
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