When I create a new field in CRM, will it get automatically updated in Insert Merge Fields dialog?

• Related Articles

• When I send an email from my Gmail, will the communication get automatically updated in CRM?

  Article answer 21

• Can I add new fields to the forms Accounts, Requests, Contacts, etc? Can I add new fields to the forms Accounts, Requests, Contacts, etc? Can I add new fields to the forms Accounts, Requests, Contacts, etc? Can I add new fields to the forms Accounts, Requests, Contacts, etc? Can I add new fields to

  Yes, you can add new fields to the forms of all modules (Requests, Solutions, Contacts, Contracts, Accounts, Products and Tasks). To add new fields, Goto Setup > [Module] Settings > Fields List > New Custom Field > Select Field type > name the field ...

• Can I notify customers when a request is updated with a particular status?

  Yes, you can notify customers when requests are updated with a particular Status. To achieve this, you can setup Workflow Rules and Alerts. Goto Setup > Workflow Settings > Workflow rule > Create new rule for Request module. Then create alert, Goto ...

• How can I use Map Dependency Fields?

  Map Dependency Fields allows you to create dependencies between two pick list fields. For example, let us say you have a field called "Issue Type" and the options for this field is "Software, Computer, Printer, etc". Let us say you have another field ...

• Can I hide fields for Support Agents?

  You can hide fields using Field Level Security. Goto Setup > Admin Settings > Field Level Security Select the profile name, module and uncheck the fields you want to hide and Save. To create Profile Goto Setup > Admin Settings > Profiles > Add New ...