Saturday, June 15, 2019

Display Alt Phone on a Customer Saved Search

Currently, the Alt Phone is not a readily available field on a Customer Saved Search. If a user wants to expose the Alt Phone on the results of a Saved Search:

1.    Open the Saved Search on Edit mode.

2.    Navigate to Results tab.

3.    Add Formula (Text) then on the Formula column enter {altphone}.

4.    Hit Preview or Save and Run.

No comments:

Post a Comment