Sunday, January 20, 2019

Create a Custom Field on the Customer Record that Sources the Primary Contact's Email Address

To create a custom field on the customer record to show the Primary Contact's email address, follow the steps below:

1. Navigate to Customization > Lists, Records, & Fields > Entity Fields > New.
2. Add a Label (Primary Contact Email Address)
3. Set Type = Free-Form Text; Store Value = F; Set Applies To: Customer
4. Navigate to the Validation and Defaulting tab, Set the Default Value to {} and mark Formula = T.
5. Click Save.
6. View the customer record.

Note: The field now should show the primary contact's email address. You may change the Display by changing the Subtab from the Subtab field of the Display tab from the custom field.

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