Hello, I am learning to customize this system to our needs and I would like to add a custom field called Acorn to our Accounts ... view, edit and list version under Advanced Search (which I have never been able to expand open within Studio layout) with a corresponding checkbox.
This field would allow us to easily track those customers which have bought a development system and may become production customers ... hence the title Acorn.
I have played around with this and am getting nowhere. I have a text label field called Acorn in two of the layouts, but cannot tell if they are actually attached to the checkbox or not (which I grabbed from the Sugar Fields list).
Also, since I have attempted to create and then deleted so many versions of this custom field --- which by the way, never lands into my Staging Area after creating a new custom field, I have no idea which one is working and which is not.
Along with that, the labels list has about 5 versions of custom fields that have been created and deleted ... yet the labels still exist.
This Studio setup does not seem to be an intuitive as I would hope ... and it is getting very frustrating.
Can anyone point me to more and/or better documentation without getting me down into the mysql tables ... I'd really like to be able to stay in the backend.
TIA,
L Clark


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