Home
Form Design - Do you change contact method options from default option group to checkboxes?
  v1.0 Posted at 11/12/2012 6:38 AM by Tiago Araujo
CRM contact methods
Figure: Bad Example - By default CRM uses option group for contact's and account's contact methods.

As per our rule Do you know when to use CheckBox?. Checkboxes should be used instead of the option group since the answer is a boolean type. You can change the option group to checkboxes by:

  1. From CRM, go to Settings | Customizations | Customize Entities
  2. Double-Click "Contact" entity
  3. Click "Form and Views"
  4. Double-Click "Form" to edit contact form
  5. Click "Administration" tab
  6. Select a contact method field, i.e. Email
  7. Click "Change Properties"
    CRM contact methods form design
    Figure: Select and change the email field's properties.
  8. Click "Formatting" tab
  9. Change layout from "Two Columns" to "One Column" and select "Check box" as control formatting
  10. CRM email field properties
    Figure: Change layout and control formatting of email field to one column type and check box.
  11. Repeat steps 6-9 for other contact method
  12. Repeat steps 3-9 for account entity
CRM contact methods with checkboxes
Figure: Good example - Checkboxes are used for contact methods because they're clear and simple.

Related rules

    Do you feel this rule needs an update?

    If you want to be notified when this rule is updated, please enter your email address:

    Comments: