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Document Field on Customers Screen

Last post 10-26-2012 1:33 PM by Method_Ashur. 1 replies.
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  • 10-26-2012 12:53 PM

    Document Field on Customers Screen

    Reply Contact

    Is it possible to add a document/attachment field in the Customer Edit screen (say, in a Documents section?)

    Thanks

  • 10-26-2012 1:33 PM In reply to

    Re: Document Field on Customers Screen

    Answer
    Reply Contact

    Hi MikeB,

    This is already included within our stock EditCustomer screen. You can copy that screen if you want to make customizations to it or view the different fields/objects and actions associated with them: Customize > Screens > then find the CRM_EditCustomer screen, click copy, and go through the wizard. Below is the Document section on our stock EditCustomer screen.

    - Ashur


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