How do I add fields to the Opportunity Form in SalesLogix?

Question:

I need to make some changes in the SalesLogix Opportunities screen, I need to add two fields to enter additional data regarding the opportunity. (say, Amount funded).

 

Answer: 

Open up the salesl;ogix Architect program.

open up the Database Manager. Scroll to the opportunity table add your two fields commit the changes to the database.

Open up the Plugins

Form System:Opportunity Detail

Add an active X control for your data fields and 2 labels…..

Save and Release the form.

 

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