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We have a custom field ‘Salesman’ in IEE that we would like to use as a search field on the Business Opportunity.  I have tried to add this using the page designer but I am not having any luck on how to add it to this list to be chosen as a Search field.  Any guidance would be greatly appreciated.

 

 

 

Hi

Use below steps

  1. Add custom field to the page using page designer

 

 

  1. Save and Publish the custom field

 

 

  1. Now you should see the custom field in Aurena header

 

  1.  Add the new custom field to the search filer

 

 Hope this helps

 

Regards

Susith

 

Thank you...worked for me!

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