Operations CRM - View User Fields on Product Lists

1. Navigate to "CRM" section

   To view user fields on product lists, navigate to the "CRM" section in the Operation Portal.

   

2. Click "Companies"

   Then, click on "Companies". In order to access "Companies" you will need to be set up either as an "administrator" or a "superuser", or have the appropriate roles: "companyView", "companyEdit" , "customerView", and "customerEdit".

   

3. Search for the company

   To locate the company you wish to view, use the "Search" field to find the company.

   

4. Click the more detail icon

   Click on the more details icon to view the company details.

   

5. Click the "More" button

   Then, click on the "More" button to view other tabs.

   

6. Click "Product Lists"

   Next, click on "Product Lists" to view and manage lists.

   

7. Click on the more details icon

   Click on the more details icon to view the specific list details.

   

8. Click "Show/Hide Columns" icon

   Click "Show/Hide Columns" icon.

   

9. Select "User" fields

   You can add up to ten user fields to your product list grid. These fields can be used in various ways dependent on your ERP or your data.