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Customizing Dialog Boxes


You can customize the following behaviors of the MVG dialog box:

  • Object that it uses to create an association in the MVG dialog box.
  • Fields that it specifies for the association.
  • Format of the fields that it specifies for the association.
  • Format it uses to display the Primary record. The following is the default format:

    position (name)

    For example, District Manager 1 (Wasaka Takuda). You can specify the fields that CRM Desktop displays and the order it uses to display them.

  • Fields that it displays in the IBM Notes view that represent the associations you create. You can configure CRM Desktop to display only the record attributes. For example, if it stores the Employee name in the position record, then it can display only the Employee name for the position.
  • The user permissions. The customization package uses security validation rules to describe the user permissions that work with the MVG. For example, if the user is not the primary user, then the user cannot delete users from the collection because CRM Desktop turns off the delete button for any user who is not a primary user.
  • Behavior of a lookup control. A lookup control searches through the File As field of associated objects to search for a record.
  • Hide the details of the parent record, such as the Opportunity Name.
  • Add or remove association attributes for the associated record.
  • Use an OK button instead of the Save and Close icon.

For more information, see Customizing Picklists.

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