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Add Custom Fields in "Search and Add Customers" screen under Coverage tab in Territories.

edited Jan 27, 2025 4:18PM in Sales 2 comments

Summary:

Navigation/Steps

Sales > Territories > Classic UI

1) Create a Proposal
2)Add Territory to Proposal
3) Navigate to Coverage tab
4) Select + Button on Included Customers Section
5) Search and Add Customers Screen Pops up.

Customer wants to be able to add a Custom field to this Search and Select Screen.
We are unable to change this from Application Composer.
Is there a alternate way to add custom fields to this screen.

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