Friday, October 5, 2018

Create a Custom Field to Display the Primary Contact Full Name with salutation on customer record

1. Navigate to Customization > Lists, Records, & FieldsEntity Fields > New
2. Enter the Label
3. Set Type to Free-Form Text
4. Uncheck Store Value checkbox
5. In Applies To tab check Customer checkbox
6. Under Display tab > select Main on Subtab field
7. Then Validation &  Defaulting tab > check Formula checkbox & set the Default Value to:

{contactprimary.salutation} || ' ' ||
{contactprimary.firstname} || ' ' ||
{contactprimary.lastname}

8. Click Save

No comments:

Post a Comment