Opportunity Header information

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Posted on by Joe Woltering

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In the very top of the form, underneath the Opportunity folder icon, is a description of the Opp, e.g. "Opportunity created from Lead...", "Opportunity created without a Lead". Is there a way to change this to display something else like a job name, etc.?

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jlattimer 24,560 on at

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RE: Opportunity Header information

I see - OOB the Primary Field of the entity is displayed here - for Opportunity this it "Topic" and this something you won't be able to customize in a supported manner.
Joe Woltering 12,163 on at

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RE: Opportunity Header information

Thanks Jason, Yes, I am aware how to drag and drop fields to the Header, but this is actually just above the header and I don't see anywhere to customize it. I believe it is displaying the OOB "Topic" field by default.
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jlattimer 24,560 on at

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RE: Opportunity Header information

As an administrator, when you have the record open can you click on the "Customize" tab at the top, then "Form"

Then select "Header" from the top - you should be able to add and remove fields.

Make sure to Save and then Publish when complete.