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customizing info bar RRS feed

  • Question

  • Pretty simple question. Since the change/upgrade of CRM, I've been lost.

    I want to add more columns/info on the "Contacts" page.

    I now have:

    Contact Name//////Company Name//////Email address//////state///////

    I would like to add more columns to this page.

    How do I do it??????????????????

    Tuesday, January 7, 2014 11:22 PM

All replies

  • In CRM 2013 you can customize views through the Customization area under Settings just like in CRM 2011.

    Or from the view, click the '...' menu button and select System Views to jump straight to it.

    Make sure you update all the views you want updated, and publish customizations once done.

    Hope that help

    Paul


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    Wednesday, January 8, 2014 6:13 AM