Add Custom Field to Contacts App

Sometimes, you may wish to keep track of information that currently does not exist in the stock apps or in QuickBooks. For example, you may wish to keep track of the birthday of a Contact.

Method:CRM allows you to do this through the use of custom fields. This will require customization of the stock Method Apps. Having a good understanding of Tables and Fields will be beneficial while you go through these steps.

In this document, we want to add a birthday to the contact, so we will need a new custom birthday field. To fully implement this, you will need to:

  • Add a custom field to the Contacts Table
  • Customize the View Contact Screen
  • Customize the Edit Contact Screen
  • Customize the New Contact Screen

Create the Custom Field

Fortunately, we have an article for this: Add custom field to existing table. Follow the steps in this document, except use the following:

  • Field Name: Birthday
  • Field Type: DateTime
You may notice an existing field called BirthDate. We can't use this because it is linked to a customer, and we want individual birthdays for multiple contacts who may be part of the same customer.

Customize View Contact

  1. Go to the Contacts List and view any contact.
  2. From the right menu, Customize Screen to enter Design Mode for the View Contact screen.
  3. When prompted View as Read-Only or Create a copy, choose the latter: Create a copy.
  4. Where to put the birthday is up to you, however, we'll put it below the social media links. Find SectionRight2 and Add a row.
  5. The first column holds the icon.
    • Drag an icon object to the first column of the new row you created. Make sure it's still within the SectionRight2 section.
    • Change the caption of this icon to BirthdayIcon.
    • For Icon, choose the Gift icon.
  6. The second column holds the caption text.
    • Drag a text object into the second column of the new row you created.
    • Change the caption of this control to Birthday.
  7. The third column will hold the Birthday field. By default, it displays as an editable field but we need to change that because this is a View Contact screen.
    • From the fields, drag in the Birthday field into the third column. (Make sure you don't drag in Birthdate.)
    • Select it, and change Display As setting to Text.
    • Under Display Format, change Format as: to Short Date.
  8. We're done!
    Click Save to save the screen, and then click Close to exit Design Mode.

When you view the View Contact page, you will see your Birthday caption, but no birthday because none has been put in. Let's customize the Edit Contact screen.

Customize Edit Contact

  1. Edit any Contact to go to the Edit Contact screen.
  2. From the right menu, Customize Screen to enter Design Mode for the Edit Contact screen.
  3. When prompted View as Read-Only or Create a copy, choose the latter: Create a copy.
  4. Find SectionRightContact and Add TWO rows to this section.
  5. The first row you created will hold the caption for the birthday:
    • Drag in a Text object, and change its Text to "Birthday".
    • Show an icon for the text object, and choose the Gift icon.
  6. For the second row:
    • Drag in the Birthday field into the second row.
    • Change Caption to "BirthdayField" and then check Hide Caption.
    • Under Display Format, change Format as: to Short Date.
  7. We're done!
    Click Save to save the screen, and then click Close to exit Design Mode.

Customize New Contact

Creating a new record for another app is normally a simple process, however the relationship between Contacts and Customers makes customization of the Contacts App more involved.

When a customer is created, a Contact is also automatically created behind the scenes. So instead of using the Save All action to save custom fields for any new contact, it is manually saved with the Update Fields in Table action.

  1. Click New on the Contacts App.
  2. From the right menu, Customize Screen to enter Design Mode.
  3. When prompted View as Read-Only or Create a copy, choose the latter: Create a copy.
  4. Find More Contact Details and Add a row.
  5. Into this new row, drag in the Birthday field and select it:
    • Hide the caption.
    • For Placeholder type in Birthday.
    • Under Display Format change Format as: to Short Date.
  6. At the bottom of the screen, within the SectionSaveButtons, you will find a control called SaveBASE. Click the down arrow to open up its contextual menu and then select the Click event.
    The SaveBase control contains the main actions used for saving the new contact and customer. It is called by all the other save buttons.
  7. Within the action set, expand the IF condition of the "If Create was chosen then" conditional, and click the only Update Fields in Table action within there.
  8. Add Another Field to the Update Fields in Table action. 
    • Field(s) to update: Birthday
    • Update using this value: Birthday (within the dropdown, you'll find it under Control)
  9. Click Close at the top of the screen to close the action set.
  10. Save the screen and then Close the Design Mode.

And that's it! You have successfully added a custom field to be displayed and edited for the Contacts App!

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