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Microsoft Dynamics CRM (Archived)

How can I add custom fields to the Quick Create Form

Posted on by 215

Hi everyone

I want to add some custom fields to the quick create form for OPPTY's.

I know how to add a custom field (Settings > Customization). The problem, however, is that I have to create multiple columns and I just don't have the room.

--> How can I add a whole new section? 

*This post is locked for comments

  • Anneke DB Profile Picture
    Anneke DB 215 on at
    RE: How can I add custom fields to the Quick Create Form

    Hi Rajkumar,

    If that's the only way, my management will just need to use the main form. Thank you anyway!

  • Verified answer
    David Jennaway Profile Picture
    David Jennaway 14,063 on at
    RE: How can I add custom fields to the Quick Create Form

    Quick Create forms don't support sections. The intention is that the quick create is quick, so wouldn't expect to have many fields on the form

  • Suggested answer
    Rajkumar Rajaraman Profile Picture
    Rajkumar Rajaraman 18,108 on at
    RE: How can I add custom fields to the Quick Create Form

    Unfortunately, adding two or three column sections are not available for quick view forms, you wont be able to do this.

    An alternative way:

    Create two quick view forms with separate set of fields.

    Add both of them on your opportunity form next to each other, this allow you to see data in two columns

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