To source Customer's Internal ID into the Contact Record please follow the steps below.
1. Navigate to Customization > Lists, Records, & Fields > Entity Fields > New.
2. Enter a Label.
3. Set Type to Free-Form text.
4. Umark the Store Value checkbox.
5. Mark Show in List.
6. Click Applies To tab > mark Contact.
7. Click Display tab > in the Subtab menu select Main.
8. Click Validation & Defaulting tab > Set Default Value to {customer.internalid}, mark the Formula checkbox.
10. Click Save.
View a Contact record with associated Customer record and users will see on the Main field the Internal ID of that Customer record.
Saturday, December 15, 2018
Source Customer Internal ID on Contact Record.
Subscribe to:
Post Comments (Atom)
No comments:
Post a Comment