Publishing and Testing a Custom MVG Field

This task is a step in Process of Creating MVG Fields.

In this topic, you publish and test your customization.

To publish and test a custom MVG field

  1. Publish your changes.

    For more information, see Using the Windows Registry to Control Siebel CRM Desktop.

  2. Test your changes:

    1. Open the client and then navigate to the Opportunity form.
    2. Verify that the form includes an MVG for the Lead Partner Name field.

    3. Click the MVG that Siebel CRM Desktop displays next to the Lead Partner Name field, and then verify that Siebel CRM Desktop does the following:

      • Displays the Channel Partners MVG dialog box

      • Displays the list of partners in the Associated Channel Partners window of the dialog box

      • Includes a partner record in the Primary window

    4. Enter letters in the Enter Value to Find Record window.

    5. Verify that Siebel CRM Desktop automatically displays records in accordance with the letters you enter.

    6. Verify the salesbook control. You click the Salesbook icon and then verify that Siebel CRM Desktop displays the SalesBook dialog box, and that this dialog box displays a list of channel partners.