Wednesday, April 24, 2019

Create a Custom Field to List Customers who are Web Leads

A Customer is marked as a Web Lead if their record was created as a result of registering through the website. To create a custom field that will list customers who are Web Leads, follow the steps below:

1. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New.
2. Enter a value for Label.

3. Type = List/Record.

4. List/Record = Customer.

5. Check the Store Value box.

6. Under the Applies To tab, check the box for the record type.

7. On Display tab, Subtab field= Main.

8. Under Sourcing & Filtering tab > Filter Using Column, select Web Lead.

9. On the second column, Is Checked= T.

10. Click Save.

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