crm unsupported customization of forms

crm 4 unsupported customization of forms

Open new window on a CRM window shows us CRM with the IE border (where we can choose view source)

Viewing the source we can see the innards, including very important file names e.g. convert_activity.aspx

iis shows us that the directory for CRM is Inetpub CRM3

In there, a quick search for convaspx actually shows us quite a few dialog box forms. C:\Inetpub\CRM3\SFA\leads\dialogs

copy the file you want to edit into another folder far away (a safe backup!)

Now you can drag and drop the file from the production part (if you dare) onto a notepad (or best text editor).

Here you have to understand HTML editing (perhaps CSS as well) and of course, javascript.

(ASP helps too :)

Make a small tiny text change e.g. test

And then go to your test crm installation (we would never do this on a production server...right?) and ensure that you are working on the right file.

finally, good luck!

e.g. C:\Inetpub\CRM3\SFA\leads\dialogs\conv_lead.aspx

if((Request.QueryString["checkShowNew"] != null) && (Request.QueryString["checkShowNew"] == "true")) { %> cbShowNew.checked = true; <% } else { %> cbShowNew.checked = true; <% } %>

The second true was a false, I modified it and it does what I want!