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Friday 9 August 2013

How To - How to customise a a Service Case Field

This guide shows how to amend a field in a CRM Case, in this instance it is the Type field in Case Details

Choose Settings

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Select the Settings option

Customizations

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From the Customization menu, choose Customizations.

Customize the System

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Choose the Customize the System option

Entities

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Expand the Entities option and then choose Case and expand

Fields

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Select the Field option and then check the field you wish to amend, then click Edit.

Field Options

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In the lower left of the pane you can see the Field Type Options you are presented in the Service Case.

Create a Type

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In the lower right pane, enter a value for the Type Label, the Value will increment by default. You can add a description if required.

Add Type

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Click the green plus symbol to add the type to the field.

Publish Customization

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Click Publish all Customizations to update the CRM with the changes.