Method Community

What is the table/field and screen for the customer's additional info tab? I'd like to add their record ID onto that page, since I can't find it in any other location

Hi angie,

The Additional Tab section is available in the CRM_EditCustomer screen part of the Customer table.

- Sam

Hey Angie, 

You can actually see the Record ID on the stock Customers and Contacts List screen. It's hidden by default but if you click the settings gear at the bottom right corner of the grid you'll see an option to display it. Make sure to refresh the grid! Please see the screenshot below. Additionally, you could export the customer table and include the Record ID as a field. Is this what you needed? 

- Jason 

Perfect - Thanks so much for the info! 

I just made changes to the contacts screen and it all looked good, but when I imported a sample test the info did not show on the screen.  I will post a new message