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how to add two field for identity card number and credit card number in customer information form? RRS feed

  • Question

  • how to add two field for identity card number and credit card number in customer information form?

    i find customization , but it has too many items, seems restart doing all,

    however, our received dynamic CRM already had existing form such as accounts and contacts


    MEALY

    Monday, December 19, 2016 9:27 AM

All replies

  • you should not store credit card numbers inside CRM because you will not respect the PCI compliance.
    storing an identity card number depends on which country you are, because in some countries storing them inside CRM is not allowed by law.

    Said this, if you want to store additional content, you need to create new fields and add them to the form, check also Field Level Security if you want to protect the data for some users.


    My blog: www.crmanswers.net - CRM Theme Generator

    Monday, December 19, 2016 9:33 AM
  • is there procedure about how do i press which first and press which second in order to add a new field to customer form?

    MEALY

    Tuesday, December 20, 2016 2:46 AM