Insert Number Fields in the Corporate Name Search

Aug 6th, 2022
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How to Insert Number Fields in the Corporate Name Search

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[Music] thank you for joining us on todays video my name is Carson Lomax with Prentiss Works and today were simply gonna go over how to make certain fields in the system searchable so here we are on my active accounts and were gonna go into the Utah Jazz and I created a field right here custom field called the Utah Jazz field and so what we want to do is make whatever information is put into this field searchable so that we can find it wherever we are so we want to go into the back end of the system so well go to the advanced settings and the settings right here well hit this drop-down and go to customizations and then we will go in to customize the system this is where we can make all sorts of different changes in configurations in the system theyre pretty simple just pointing click functionality and youll see here so we want to select this arrow next to entities and find the entity we were on which was the account so well select this arrow next to the account as well and what

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Go to Advanced Settings - Customization - Customize the System. Expand Entities - - Views. Open the Quick Find View and in click on Add Find Columns.
To see all the field codes, use Alt+F9 instead.Dealing with Fields in Microsoft Word. Windows KeysWhatMacintosh KeysShift+F9Display/Hide Field Codes (selected field) *Shift+F9Alt+F9Display/Hide All Field Codes (all fields in document) **Opt+F913 more rows Mar 11, 2021
The quick way to add a Word field code is from Insert | Text, click on the Quick Parts icon and choose Fields in Word for Windows or Mac. Then choose the field code you want from the list on left. The options in the center and right sections will change, depending on the field code selected.
Add a field by using a field template On the Home tab, in the Views group, click View, and then click Datasheet View. On the Fields tab, in the Add Delete group, click More Fields. Select a field in the More Fields list to insert the new column.
Select the field (the column) that you want to change. On the Fields tab, in the Properties group, click the arrow in the drop-down list next to Data Type, and then select a data type. Save your changes.
How to insert a Word field by using Ctrl + F9 Position the cursor where you want to insert the field. Press Ctrl + F9 to enter a blank field, as shown in Figure E. Enter the field code Author inside the brackets and press F9 to calculate the result.
Create a Form Place the text cursor where you want to insert the form field. Click the Developer tab on the ribbon. Click the Design Mode button in the controls group. Click a Content Control buttons to insert the selected type of control. When youre done, click the Design Mode button again to exit Design Mode.
Ctrl+F9 - Insert field characters - inserts new field code braces for manually inserting fields. Shift+F9 - Toggle field display - toggles field code display for fields contained in the current selection.

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