Headquarters Global Customer Additional Field Activation

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Posted on by Community Member Microsoft Employee

Thank you in advance for your help. No forum was able to answer my question so far.

I would like to assign a "sales associate" field to the Global Customer additional tab. There are several grey fields I cannot manipulate. I wouldn't even mind using a number if I had to, but so far all I can use is the "notes" field. All other fields are grey and unavailable.

How do I activate them?

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Community Member Microsoft Employee on at

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RE: Headquarters Global Customer Additional Field Activation

I think my post in this thread may be what you're looking for: community.dynamics.com/.../112888
Community Member Microsoft Employee on at

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RE: Headquarters Global Customer Additional Field Activation

Yes, I was able to label the field. However, I have not seen it transfer to global customers in HQ. How do I create a customer file in HQ or even at the store level and see the results and captioned field in HQ?
Nicole Hellerud 1,712 on at

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RE: Headquarters Global Customer Additional Field Activation

Hello Jay,

Thank you for your post.

Did you have a chance to look into Mohamed's suggestion?

Please do and let us know whether you have any additional questions.

Thanks,

Nicole
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RE: Headquarters Global Customer Additional Field Activation

Open Store Operations Manager

Select File ---Configuration ---Captions