Add a Name Field in the Vendor Record

How to add a Name field in the Vendor Record?

 

Note: The Name field will be visible in the Vendor Record if Auto-Generated Numbers is enabled and Allow Override preference is checked.

 

1. Navigate to Lists > Mass update> Mass updates

 

2. Click General Updates

 

3. Click Vendor

 

4. Go to Criteria tab

o         Set a filter like Internal ID of the Vendor

 

5. Go to Mass Update Fields

 

6. Put a check mark beside Company Name

 

7. Leave the Value column (beside Company) as blank

 

9. Click the icon on Formula field

 

10. Select Company Name on the Field dropdown list

 

11. Click Set

 

12. Click the Preview button

Note: Verify if you would like to update all vendors in the Mass Update Preview Results. 

 

13. Click Perform Update button