Tuesday, March 5, 2019

Show or Add Customer’s Address on Case Forms

By default, customer's address is not listed or shown on cases.  Users can create a custom field that source the value of the default billing address of their customers from the customer record.


1. Login as Administrator.

2. Navigate to Customization > Lists, Records & Fields > CRM Fields > New.

3. Enter a value for Label (E.g. Address).

4. Set Type as Rich Text.

5. Uncheck the Store Value checkbox.

6. Under Applies To tab, check the box for Case.

7. On the Display tab, set the Subtab value to Main

8. Under Sourcing & Filtering, select Company for Source List and Address for Source From fields.

9. Click Save.


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