Add Custom Field to an Account

I am trying to add a custom field to an 'Account' and don't see it appearing
after restarting IIS. Here's what I did:

Clicked on Goto > Settings > Customization > Customize Entities > Account >
Attributes > New (FYI this is a date field called Renewal Date).

After saving and publishing, I then restarted IIS on the CRM box, but don;t
see the new field in any part of the Account sections.

Thoughts? Thanks

Leah
Wed Jul 26 13:19:29 CDT 2006

You will have to go back to the view of the account and add that field
to the form. You can test the view. If it looks ok, then you publish
the change.
circulent wrote:
> I am trying to add a custom field to an 'Account' and don't see it appearing
> after restarting IIS. Here's what I did:
>
> Clicked on Goto > Settings > Customization > Customize Entities > Account >
> Attributes > New (FYI this is a date field called Renewal Date).
>
> After saving and publishing, I then restarted IIS on the CRM box, but don;t
> see the new field in any part of the Account sections.
>
> Thoughts? Thanks

circulent
Wed Jul 26 13:25:02 CDT 2006

I dont understand. Where do I add it to the form?

"Leah" wrote:

> You will have to go back to the view of the account and add that field
> to the form. You can test the view. If it looks ok, then you publish
> the change.
> circulent wrote:
> > I am trying to add a custom field to an 'Account' and don't see it appearing
> > after restarting IIS. Here's what I did:
> >
> > Clicked on Goto > Settings > Customization > Customize Entities > Account >
> > Attributes > New (FYI this is a date field called Renewal Date).
> >
> > After saving and publishing, I then restarted IIS on the CRM box, but don;t
> > see the new field in any part of the Account sections.
> >
> > Thoughts? Thanks
>
>

lsoares
Thu Jul 27 03:37:01 CDT 2006

Hi,
You have to add the field to the form/view to be able to see it...
just go to "form and views" section and add the field.

"circulent" wrote:

> I dont understand. Where do I add it to the form?
>
> "Leah" wrote:
>
> > You will have to go back to the view of the account and add that field
> > to the form. You can test the view. If it looks ok, then you publish
> > the change.
> > circulent wrote:
> > > I am trying to add a custom field to an 'Account' and don't see it appearing
> > > after restarting IIS. Here's what I did:
> > >
> > > Clicked on Goto > Settings > Customization > Customize Entities > Account >
> > > Attributes > New (FYI this is a date field called Renewal Date).
> > >
> > > After saving and publishing, I then restarted IIS on the CRM box, but don;t
> > > see the new field in any part of the Account sections.
> > >
> > > Thoughts? Thanks
> >
> >

circulent
Thu Jul 27 09:45:03 CDT 2006

got it. thanks everyone

"lsoares" wrote:

> Hi,
> You have to add the field to the form/view to be able to see it...
> just go to "form and views" section and add the field.
>
> "circulent" wrote:
>
> > I dont understand. Where do I add it to the form?
> >
> > "Leah" wrote:
> >
> > > You will have to go back to the view of the account and add that field
> > > to the form. You can test the view. If it looks ok, then you publish
> > > the change.
> > > circulent wrote:
> > > > I am trying to add a custom field to an 'Account' and don't see it appearing
> > > > after restarting IIS. Here's what I did:
> > > >
> > > > Clicked on Goto > Settings > Customization > Customize Entities > Account >
> > > > Attributes > New (FYI this is a date field called Renewal Date).
> > > >
> > > > After saving and publishing, I then restarted IIS on the CRM box, but don;t
> > > > see the new field in any part of the Account sections.
> > > >
> > > > Thoughts? Thanks
> > >
> > >