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Please note that on Friday, March 20, 2026, at 8:00 PM Pacific time, our Case Management System will undergo a scheduled maintenance for approximately 4 hours. During this time, case creation via SuiteAnswers will be unavailable and inbound calls will be routed to Customer Service.

CRM Case customisation

edited Jan 8, 2020 3:37AM in SuiteCloud / Customization 3 comments

On the Case entry form I'd like to source the customer's financial credit terms from the customer record.

The field Terms doesn't appear to be available as a source.

I have successfully sourced their overdue balance and a number of other customer fields.  can't see nay reference to Field ID: terms

Anyone had any luck finding these fields?

Coffeeguy

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