How do we add custom fields to default "new" organisation, dialog. I have the not-for-profit edition of salesforce
Steps
1. Create new contact and enter name.
2. On Organisation field, click the lookup button
3. Select the "new" button from the dialog that pops up
4. The dialog now allows us to enter several fields including name, billing address, phone, etc. This is where i would like to add my own field.
I have created a new field for accounts (organisations), called PO Box.This is a textarea type with 255 characters in length. It is not a mandatory field. I have been able to add it to the page layout and it gets shown when we create a new organisation from the organisation tab.
is this possible with salesforce. If so, any information will be greatly appreciated. Thank you in advance.
Srini
1 answer
Srini,
The "New" button on the lookup Organization field is part of quick record creation. We cannot customize quick creation page layout.
The only option is to add fields to the Accounts page layout and you can see all those fields when you create new Account from Accounts tab.
Let me know if you have any questions.
Thanks
