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Personalization of customer templates

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Hi

We have added a customized field, Account Opened Date, on the customer table, and made it available on the customer card.

When you personalize the customer template, the customized field is not available for selection.

Is there a way to add a customised field from customer table to the customer template?

Regards

Hendrik

  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,091 Super User 2024 Season 1 on at
    RE: Personalization of customer templates

    Yea for that you have call a AL coding and publish that extension

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,748 Super User 2024 Season 1 on at
    RE: Personalization of customer templates

    On the field you add ion the table you can give it an init value

    Initvalue = today();

    Should work for a date field.

  • Suggested answer
    RE: Personalization of customer templates

    Hi Nitin

    Thanks, this was a great Idea!  It worked on the customer template.  Is there a way to make the field, which is a date field, to populate with the current date?

  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,091 Super User 2024 Season 1 on at
    RE: Personalization of customer templates

    Hi,

    you have to create the same field in Customer template table - 1381, as both Customer card and Customer template belongs to two different tables and then show it to customer template card.

    Thanks.

  • RE: Personalization of customer templates

    Hi

    The customized field is showing on the customer card.  I have used simple object designer to create the new field on the customer table and placed it on the customer card.  That part works.

    But I can't add the field to the customer template with personalization.  The customized field does not show up on the list of fields that you can add to the customer template, when you choose personalization.

    I am not a developer, so I cannot change code.

  • Suggested answer
    Amit Baru Profile Picture
    Amit Baru 3,025 on at
    RE: Personalization of customer templates

    Hi,

    Pls make Customer Card Extension and add this custom field. Set its property as below

    pastedimage1661505532805v1.png

    ApplicationArea = All;

    for more info refer the below link:

    erpconsultors.com/.../

    Regards

    Amit Sharma

    www.erpconsultors.com

    https://www.linkedin.com/in/amit-sharma-94542440/

    Pls press Yes if info is useful.

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