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In the primary customer/lead record I want to add 2 custom fields. This would not be a mandatory. Line of Business (alpha) and kw (decimal 3 pts) meaning kilawatts installed, needs to be a field on the new customer and/or lead field and displayable in the additional info section whether the person is a lead or customer. I am not sure which screend and/or tables to copy and link to add these fields to. I have made copies of the new lead and customer screens but do not think this is the correct way to achieve what I am looking for.

Can you perhaps advise which screen and/or table I would focus on the reach the goal staed in the first statement above.

I did not see any webinars that address this specifically. Perhaps you can direct me there as well.

tom

Hi tom,

You had the right idea when you copyied the New Lead and New Customer screens; it's always a good idea to copy screens that you want to customize before you start working on them just so that you can see how everything is setup and figure out what table a screen is based off of. You can add new fields to the Customer table, including Decimal fields. Then when you customize the screens you want these fields to show up on, e.g. New Lead/New Customer/Edit Customer, you can drag and drop the newly added fields.

- Ashur

FYI - Check out our Customization webinars, you'll need to download the GoToMeeting codec which is compatible with the Windows operating system.

In particular the Getting started with Tables and Fields webinar will probably be the best one to watch first.