Tuesday, October 2, 2018

Display Sales Rep Field in the System Information tab > System Notes subtab of the Customer Record

To display the Sales Rep field in the General tab > System Notes subtab of the customer record, perform the following steps:

1. Navigate to Lists > Relationships > Customers
2. Edit the customer record
3. Click Customize > Customize Form
4. Navigate to Fields > Main
5. Check Sales Rep Show checkbox
6. Click Save
7. Navigate to Lists > Relationships > Customers
8. View Customer record
9. Set the revised custom form
10.Navigate to the System Information tab > System Notes subtab  

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