To achieve this, follow the steps below:
1. Navigate to Customization > Forms > Entry Forms.
2. Customize/ Edit the preferred Entry Form for Lead/Prospect/Customer type.
3. In QuickView tab, add the custom Entity field.
4. Click Save.
Fields that have been configured for QuickViews of the entry form will apply to transaction records where these entities can be selected.
For additional information, also visit SuiteAnswers article Configuring QuickViews.
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