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editing available fields

PostPosted: Wed Jul 06, 2011 5:36 pm
by aargre
Sure knowing the requester name and organization in the requester information section when you open an incident is useful but it would make my life a whole lot easier if it would include the requester phone number too. Yes I know you can click on the name and all of that information is displayed but I would rather see it on the open incident dialog. Is this possible?

Re: editing available fields

PostPosted: Thu Jul 07, 2011 12:11 pm
by tccwrd
I created a field myself and copied the value from the requester record using a trigger. Then I moved the field to the general tab. Works well.

Re: editing available fields

PostPosted: Thu Jul 07, 2011 3:23 pm
by aargre
OK, you started too high level for me how do you move fields to the general tab?

Re: editing available fields

PostPosted: Thu Jul 07, 2011 6:30 pm
by eliaslynch
aargre wrote:OK, you started too high level for me how do you move fields to the general tab?


When you're in the area you add udfs, click udf layout, right-click the field you want to put on general tab and select move to general tab.