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How to customise existing fields - Sales Professional

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Posted on by Sam Hef

Hi,

I'm having a bit of a difficult time trying to find how to customise existing fields in Sales Professional - Accounts.

So currently it looks like I'm only able to create new fields under Sales Settings / Customization / Forms.

What I'm trying to do, for example, is add another choice to the built in (or existing) Relationship Type field. I'm trying to do the same thing for Payment terms and a number of other fields.

Some help would be grand.

Thanks,

Sam

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meelamri 13,216 User Group Leader on at

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RE: How to customise existing fields - Sales Professional

Hi,

You can manage all your custumizations in make.powerapps.com

docs.microsoft.com/.../data-platform-manage-fields

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LuHao 40,890 on at

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RE: How to customise existing fields - Sales Professional

Hi Sam,

In addition to Mehdi's suggestion, we can also edit fields in the classic default solution.

Go to Advanced Settings > Customizations > Customize the System.

Expand Entities, find the entity you want to customize, click its Fields.

If the Customizable of a field is True, then you can edit most of its attributes. If Customizable is False, then you can edit only "Field Requirement".

Finally, this way of editing fields is currently available. But make.powerapps.com is a new way for Microsoft to guide users to customize, so I recommend that you try to use make.powerapps.com.

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LuHao 40,890 on at

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RE: How to customise existing fields - Sales Professional

Hi Sam,

Please click Yes under "Did this answer your question?" to close this thread.

Thanks.

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