Customizing relationship management

RM is a complete module that is not often highly customized or verticalized. However, we will describe some possible changes and how to integrate an add-on, in our case the squash application with relationship management.

All examples in this chapter are part of the objects downloaded for Chapter 2, A Sample Application.

Salutation formula types

By default, the system has two salutation formula types, formal and informal, allowing us to print Dear Mrs. Brown, or Dear Angela, but what if we want to print Attn. Mrs. Brown?

For this, we need to first add an option to the Salutation Type field in the Salutation Formula table.

Support the formula

Next, we want to use the formula when printing a Contact Cover Sheet. This uses the Format Address functionality from codeunit 365.

This codeunit is the single point in Dynamics NAV where all the address formatting is done.

The formatting of contact persons is done in the ContactAddrAlt...