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Comments
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Hi @Angela Bayliss I am just not circling back to this request. Would you mind sharing the workflow?
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@Angela Bayliss Appreciate the help. I will give the workflow a shot.
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@Angela Bayliss Yes. So I would need to create a workflow to display if the customer is on hold or a formula?
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@Angela Bayliss Thanks Angela! I would need to apply a formula as well, correct? Since i am not able to use the saved search.
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@CristianCiz We are looking for something like this. I did for my previous company a long time ago but don't recall how to format so it is bold on the customer record
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Hi @CristianCiz Thanks for the quick reply. We would like to have the custom entity field on the customer record bold. I am using a saved search in the validation & defaulting. Is there a way to accomplish the formatting on the custom entity record?