Thank you for all the great assistance - i did write this question yesterday but did not get a reply. In the account section we want to add a heading called Compliance Check and the the 12 months of the year Jan - Dec and a tick box beside each one - could you tell me how to do this please?
And is there an easy way to check out the questions & answers that you have already sent in the customer resources or is there a place in salesforce i can look at them.
thank you once again
5 risposte
So you want to create a section similar to the heading "Address Information" and have 12 check boxes inside of it?
1. Setup--> Accounts --> Fields
2. scroll down to custom fields and click on "new custom field"
3. Walk through the motions 12 times of creating check boxes. One for each month.
4. Once down click on Page Layout under Account and in the top bar which lists all the fields there will be a box called "New Section". Drag that down to the page layout.
5. Fill out the information about the section as you would like it.
6. Drag the month fields into the section...
My bigger question is: what are you going to do in December when the year is over? Are you going to go through your salesforce data and remove the checkboxes?
