To pull up the Company's associated Partner on the Case record, a user can create custom field using the steps below: 1. Navigate to Setup > Customization > CRM Fields > New.
2. Enter a value for Label.
3. Type = Free- Form Text
5. Store Value checkbox is unchecked.
6. Under the Applies To tab, check the box for Case.
7. On Display tab > Subtab = Main.
8. Under Sourcing & Filtering tab > Source List= Company and Source From= Partner.
9. Click Save. |
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