Custom Fields

Kasun, 

Thank you for help, when i try to create a reference attribute i do not get given the option. Am i approaching the wrong way?

Hi @mick.colpitts,

You need to first select option, Read Only , click Next and give a field a Name and then click Next so you can select Reference option .

Hope that helps.

Best Regards,

Kasun

Thank you, all sorted thank you for your help, 

Is this also possible to replicate into Aurena?

Hi @mick.colpitts ,

Yes it is possible. Once you added this in EE client then you can get the same in Aurena as well.

Regards,

Kasun

Kasun,

Thank you for your help, i can see that it is possible to add but from your screen shot i cant see where to add it.

I have opened page designer but from there i struggle. could you please direct me

Kind Regards

Mikc

@mick.colpitts 

1. Open Page designer for Business Opportunity
2. Click on "General Information"
3. Then Click on "Content" and + mark
4. And select the custom field at the bottom of the list clicking on Attribute filed.

Hi @mick.colpitts 

Also if you have time watch this video to get an idea on how to do Aurena configurations.

Best Regards,

Kasun

Kasun,

again thank you very much for the help. i have created the field on the business opportunity page but how can i see it on the Business Opportunities page i cant see it in the filters to add

Kind Regards

Mick

@mick.colpitts 

We created the field as a Read only field and it will fetch the Value in the basic data to Business Opportunity window. i.e. the relevant value connected to the Market.

So when we added the Market Code in the Business Opportunity window, it will fetch the relevant Primary Market details.

Same function in Aurena Too. Once we selected the Market, the relevant Primary Market details will be there.

Thank you for all your help it has not only resolve my issue but you have added to my knowledge.

Thank you again for all your help