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Contact Layout Modification - Yes/No Field to Drop Down Fieldd

New Member
Posts: 11
Country: USA

Contact Layout Modification - Yes/No Field to Drop Down Fieldd

I am wanting to change a client's Contact Layout to reflect their data more efficiently.  I am wanting to change a clickable yes/no field to a drop down field.   In doing this, will the yes/no data automatically update the drop down field to reflect if a choice was made.
 
I.E. A contact record has clicked that a contact is AICPA and a CPA; will the drop down show that these choices?
Nickel Super Contributor
Posts: 441
Country: UK

Re: Contact Layout Modification - Yes/No Field to Drop Down Fieldd

If you mean when you tick the box will it update the drop down, no it won't without an addon.
 
Tom
New Member
Posts: 11
Country: USA

Re: Contact Layout Modification - Yes/No Field to Drop Down Fieldd

Thank you for the response.  What Add-on program would enable this to occur?
Nickel Super Contributor
Posts: 441
Country: UK

Re: Contact Layout Modification - Yes/No Field to Drop Down Fieldd

I don;t know if there's one currently written, have a look on www.actaddons.com .  Otherwise we can write one for you - have a look at our website www.rowcol.co.uk.  Why are you trying to use both? would it not be easier to just use the drop down.  You could run a global update on your db to transfer the info in the check box to a drop down.
 
Tom
Copper Super Contributor
Posts: 206
Country: USA

Re: Contact Layout Modification - Yes/No Field to Drop Down Fieldd

Another method is to create your new field with the appropriate values Yes/No as a drop down. Then use a look up to find your yes/no records in a look up and perform a replace to the new field for the correct value in the new drop down.
Brad Marquardt
realtimeACT, Inc
Colorado, USA
New Member
Posts: 11
Country: USA

Re: Contact Layout Modification - Yes/No Field to Drop Down Fieldd

I am wanting to change a Yes/No field to a Drop down Field.  However, existing contact information would be lost since there is not an option to transfer the yes/no to a drop down field.  Can you advise how to do a global update to transfer this information?  Is there an example in the tutuorials and/or knowledge base how to due to this.
New Member
Posts: 11
Country: USA

Re: Contact Layout Modification - Yes/No Field to Drop Down Fieldd

Thank  you Brad!  I will keep this as an option, if the global update is not effective.
Nickel Super Contributor
Posts: 441
Country: UK

Re: Contact Layout Modification - Yes/No Field to Drop Down Fieldd

By global update I actually meant the same thing as brad -
 
1. Create the new fields
2. Run a lookup on your check box (lookup the value TRUE) - this will give you everyone with the box checked
3. Click Edit -> Replace -> Select your new drop down field and under the vale enter Yes -> Click OK
4 Run a lookup on your checkbox (lookup the value FALSE) - this will give you everyone with the box unchecked
5. Click Edit -> Replace -> Select your new drop down field and under the vale enter No -> Click OK
 
Make sure you backup your db first
 
HTH
 
Tom
 
New Member
Posts: 11
Country: USA

Re: Contact Layout Modification - Yes/No Field to Drop Down Fieldd

Great! This works; thank you Tom!
Ciao
Bianca