Hakesville

@Angelica Mae Segador-Oracle Sorry just getting a chance to circle back to this. I put my test customer on credit hold. Thank you for your assistance. I updated and created the workflow with the formula and see this in the custom field

in If a customer is on credit hold, show in bold on the customer record Comment by Hakesville Jan 23, 2026 4:36PM

Hi @Angela Bayliss I am just not circling back to this request. Would you mind sharing the workflow?

in If a customer is on credit hold, show in bold on the customer record Comment by Hakesville Dec 8, 2025 1:23PM

@Angela Bayliss Appreciate the help. I will give the workflow a shot.

in If a customer is on credit hold, show in bold on the customer record Comment by Hakesville Nov 19, 2025 5:28PM

@Angela Bayliss Yes. So I would need to create a workflow to display if the customer is on hold or a formula?

in If a customer is on credit hold, show in bold on the customer record Comment by Hakesville Nov 19, 2025 5:18PM

@Angela Bayliss Thanks Angela! I would need to apply a formula as well, correct? Since i am not able to use the saved search.

in If a customer is on credit hold, show in bold on the customer record Comment by Hakesville Nov 19, 2025 5:10PM

@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

in If a customer is on credit hold, show in bold on the customer record Comment by Hakesville Nov 19, 2025 2:59PM

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?

in If a customer is on credit hold, show in bold on the customer record Comment by Hakesville Nov 19, 2025 2:21PM

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