Editing Custom Tabs and Fields
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== Custom Fields in Customer populate Service Order etc. == | == Custom Fields in Customer populate Service Order etc. == | ||
− | If you have the same custom field in a customer record and in a service order, then when you create a service order for the customer, the custom field will be populated by what is in the field in the customer record | + | If you have the same custom field in a customer record and in a service order, then when you create a service order for the customer, the custom field will be populated by what is in the field in the customer record. |
<br>When setting up the custom field, in order for the data in the field to pass to the service order the fields have to have the exact same Field Name, Field Type, Field Description, Field Length and if it is a pick list, it must have the same values in the pick list column. | <br>When setting up the custom field, in order for the data in the field to pass to the service order the fields have to have the exact same Field Name, Field Type, Field Description, Field Length and if it is a pick list, it must have the same values in the pick list column. |