By way of example we are going to use a company that sells baby bassinets, car sets, strollers and other related products as our “case study”. You can adapt this for the particular products and/or services that you deal with.

The task before us is to customise the standard Contacts form so that we can do the following 4 things:

1.         record the total dollar (or other currency) value of purchases made by each contact.

2.         categorise our contacts into different types, namely:

• Customers,

• Prospects,

• Suppliers and

• Others.

This is what is commonly referred to as a dropdown list.

3.         add a multi-selection picklist to record one or more products that the customer has purchased from us (or that a prospect is interested in), namely:

• Bassinet,

• Car Seat,

• Stroller

Now that we understand the task at hand, let’s look at The Steps taken to achieve what we want.