This activity is used to add custom fields to the CRM-panel, SRM-panel and CRM Teams App. If a custom attribute has been added for e.g. business opportunity, it can be included in the field configuration for CRM-panel and the Teams App. Custom attributes can be added to details pages and dialogs in the CRM-panel and the CRM Teams App. Custom attributes can also be added to details pages in the SRM-panel. Use Page Designer to configure the panel to display a custom attribute on a details page. To configure the panel or app to display a custom attribute in a dialog, select the dialog to update in the Field Configuration page.
Note: Custom Attribute support in dialogs is limited to entities related to Business Activity, Business Opportunity, Lead, Account and Contact. Also, custom attributes of type Multi-Choice or Boolean cannot be used in the dialogs.
The custom attribute must have been added and published for the relevant entity.
If the custom attribute is added and indicated as visible for e.g. business opportunity, it will be included in the Create Opportunity page in the CRM-panel and CRM Teams App.