How do I add a Field to an Account?

R

RB

I need to add in a field for Customer Number, can anyone tell me how to do
this? I've followed the instruction "View, Arrange By, Current View,
Customise, Fields, New Field" but the one I've added doesn't show on the
Account information. An answer in v plain English would be appreciated!
 
S

SSinha

Currently the option to add a user defined field to a BCM screen / form is
not available. You can do so only in views, not in the actual form. Hence you
will not be able to add the "customer Number" field to the Account.
 
R

rox

I think I found a work around, not very pretty but it will work.
In Account
In Form View where you are entering data
In the phone number sections
After you fill in the Business Phone Number and the Business fax Number when
you click on the drop down list you are able to select other items on the
list to enter numbers for. I selected TTY/TDD which I think is the thing
theat Deaf people use. I am using that field to enter account numbers and it
take alpha and numeric so it works.
Then In Address Card View
Customize Current View
Select TTY/TDD
and the field will show up.
I am simply going to tell my husband that TTY/TDD is Really Account Number.
I want to display what our Account Number is with our Vendors.
 
R

rox

I believe I have he exact same question. Then why even give the user the
ability to add a new field if you never give us an opportunity to enter data
into it? I don't mind entering the data from List View, whatever the system
is I'll use it. I just don't understand at all how I can be allowed to create
a new field yet not be able to enter any data. I must be doing something
wrong here. i eagerly await your reply.
 

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