Request Origin Child Form

Modules>CRM>Customer Request Setup> Request Origin child form

Request Origin refers to the method of communication a customer uses to submit a request. Examples of request origins include phone, e-mail, mail, web site, and fax.

Request Origin

Child Form Icons

Use the following icons to work with child forms. Not every form will have all of the icons listed.

Icons		Actions
Classic UI	Current UI
		expand/close icon to expand or close a child form.
		goto record icon to view that record's profile page.
		add icon to add a new record to the child form.
		edit icon to edit a record on the child form.
		delete icon to delete a record on the child form.
		grandchild form icon to expand or close a grandchild form.
		new window icon to open a child form in a new window.
		more info icon to see more information about the a record on the child form.
		linked headings to sort the records.
		refresh the data in the form.
		export the data to a quick report for download.

To Delete a Value From a Drop-down List:

1. On the Customer Request Setup page, on the appropriate child form, find the record you would like to delete and click the Delete  button.
2. You will receive a warning message. Click OK to delete the record from the child form.

Note: After a drop-down list item is used, you cannot permanently delete it. However, you can hide the record from the list by disabling it. To disable the record, check the hide/disable record? check box.

To Hide/Disable a Value From a Drop-down List:

1. On the Customer Request Setup page, on the appropriate child form, find the record you would like to hide and click the Edit button.
2. Select the hide/disable record? check box and click Save. This removes the value from all of the drop-down lists.

Note: There is no show option to reverse the hide option. If you need the value again, you must add it.