How Do I output Custom CRM Fields?
There is currently no reference or insertion method to obtain these very easily but it can be done.
Note: This topic assumes you have already made your custom fields.
Step 1:
Create a Test Page or go to a test page you may have.
Step 2:
Launch the module manager
Step 3:
Select the Securezone options and go to insert an Customer update details form.
Step 4:
When you click the link you will see the CRM fields dropdown appear, Choose the custom field set you made.
Step 5:
Insert the form into the page.
Step 6:
If you Click the HTML view and scroll to where it has inserted the custom CRM fields and look at the source you will see that there is the module tag code you need.
<tr>
<td><label for="CAT_Custom_201289_72865">Secondary Support Manager Email</label><br />
<input type="text" class="cat_textbox" id="CAT_Custom_201289_72865" name="CAT_Custom_201289_72865" maxlength="1024" value="{module_customerfield,72865,201289}" /></td>
</tr>
{module_customerfield,72865,201289} is what your after.
Step 7:
Copy the module code and use as you need to in your templates. Please note that these will only work when logged in and only for that person who is logged in.
So, what is this good for?
You may want to show a company Logo in the template when they have logged in for example. This is perfect for this.
I'm trying to get this to work to no avail...
I have ceated an Extended CRM Field that has a series of check boxes. I inserted the "Edit Customer Details" form on a page. In the custome record I just want to display the selection of the field, not the entire list of checkboxes. I also wanted to use tis field (The selected checkbox) in the checkout form. Anyway the code looks like this:
<tr>
<td><label>Premium Seating Boxes</label><br />
<input type="checkbox" name="CAT_Custom_434349_142115" id="CAT_Custom_434349_142115_0" value="PSB 1 - Regina Pats" />PSB 1 - Regina Pats<br />
<input type="checkbox" name="CAT_Custom_434349_142115" id="CAT_Custom_434349_142115_1" value="PSB 2 - CKCK TV" />PSB 2 - CKCK TV<br />
<input type="checkbox" name="CAT_Custom_434349_142115" id="CAT_Custom_434349_142115_2" value="PSB 3 - Molson Breweries" />PSB 3 - Molson Breweries<br />
<input type="checkbox" name="CAT_Custom_434349_142115" id="CAT_Custom_434349_142115_3" value="PSB 4 - Coca-Cola" />PSB 4 - Coca-Cola<br />
<input type="checkbox" name="CAT_Custom_434349_142115" id="CAT_Custom_434349_142115_4" value="PSB 5 - All-Rite Plumbing" />PSB 5 - All-Rite Plumbing<br />
<input type="checkbox" name="CAT_Custom_434349_142115" id="CAT_Custom_434349_142115_5" value="PSB 6 - Dilawri Group" />PSB 6 - Dilawri Group<br />
<input type="checkbox" name="CAT_Custom_434349_142115" id="CAT_Custom_434349_142115_6" value="PSB 7 - Yara-Sask Ferco" />PSB 7 - Yara-Sask Ferco<br />
<input type="checkbox" name="CAT_Custom_434349_142115" id="CAT_Custom_434349_142115_7" value="PSB 8 - Leipert Financial" />PSB 8 - Leipert Financial<br />
<input type="checkbox" name="CAT_Custom_434349_142115" id="CAT_Custom_434349_142115_8" value="PSB 9 - Evraz" />PSB 9 - Evraz<br />
<input type="checkbox" name="CAT_Custom_434349_142115" id="CAT_Custom_434349_142115_9" value="PSB 10 - SaskTel" />PSB 10 - SaskTel<br />
<input type="checkbox" name="CAT_Custom_434349_142115" id="CAT_Custom_434349_142115_10" value="PSB 11 - Evraz" />PSB 11 - Evraz<br />
<input type="checkbox" name="CAT_Custom_434349_142115" id="CAT_Custom_434349_142115_11" value="PSB 12 - Brandt Tractor LTD." />PSB 12 - Brandt Tractor LTD.<br />
<input type="checkbox" name="CAT_Custom_434349_142115" id="CAT_Custom_434349_142115_12" value="PSB 14 - Viterra" />PSB 14 - Viterra<br />
<input type="checkbox" name="CAT_Custom_434349_142115" id="CAT_Custom_434349_142115_13" value="PSB 15 - Leader Post" />PSB 15 - Leader Post<br />
<input type="checkbox" name="CAT_Custom_434349_142115" id="CAT_Custom_434349_142115_14" value="PSB 16 - The Co-Operators" />PSB 16 - The Co-Operators<br />
<input type="checkbox" name="CAT_Custom_434349_142115" id="CAT_Custom_434349_142115_15" value="PSB 17 - Mosaic" />PSB 17 - Mosaic<br />
<input type="checkbox" name="CAT_Custom_434349_142115" id="CAT_Custom_434349_142115_16" value="PSB 18 - Harvard Western Insurance" />PSB 18 - Harvard Western Insurance<br />
<input type="checkbox" name="CAT_Custom_434349_142115" id="CAT_Custom_434349_142115_17" value="PSB 19 - Regina Pats" />PSB 19 - Regina Pats<br />
<input type="checkbox" name="CAT_Custom_434349_142115" id="CAT_Custom_434349_142115_18" value="PSB 20 - Bayer Corp." />PSB 20 - Bayer Corp.<br />
<input type="checkbox" name="CAT_Custom_434349_142115" id="CAT_Custom_434349_142115_19" value="PSB 21 - Fries Tallman" />PSB 21 - Fries Tallman<br />
<input type="checkbox" name="CAT_Custom_434349_142115" id="CAT_Custom_434349_142115_20" value="PSB 22 - Sask Gaming" />PSB 22 - Sask Gaming
<script type="text/javascript">function setSelectedCheckbox(radioObj,options) {optionsToSelect = options.split(',');for(var i = 0; i < radioObj.length; i++) {radioObj[i].checked = false;if(optionsToSelect.indexOf( radioObj[i].value) != -1 ) {radioObj[i].checked = true;}}}; setSelectedCheckbox(document.getElementsByName('CAT_Custom_434349_142115'),'{module_custo merfield,142115,434349}');</script>
</td>
</tr>
So I grabbed the section {module_customerfield,142115,434349} and iserted it in the form but it doesn't display anything at all. Is this because it's checkboxes? Any help on this would be greatly appreciated.
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