In this use case, we will add a new field to sales orders to display the name of the solution architect who helped close this deal.
Go to a sales order and click the Customize button. We are faced with a few choices for transaction fields. We will select transaction body field, as the solution architect worked on the entire deal (unlike transaction column field, which would be used if different architects worked on different items sold in the same transaction):
- Name the new field by entering Solution Architect into the Label field.
- Enter _hmsolarc into the ID field.
- There is no need for the name of the solution architect be typed onto each transaction. We will set the Type to list in order to select ...