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How to display Account fields when using the New button in Opportunity
I'm trying to figure out where I go to add addtional Account fields when I'm using the New button on the Account lookup screen in Opportunities. For example:
I start by creating a New Opportunity;
I click on the lookup button next to Account to do a search.
In the search screen there is an option to click the New button to create a new Account.
That screen only has the values: Account Name, Billing Address, City, State, Zip, Country, Phone, Fax, and Website.
How can I add my custom fields to that screen so that the users can fill it out during the process of creating a new Opportunity?
Hi,
This feature is not available yet, also many ideas are posted related to this
one of them is : https://sites.secure.force.com/success/ideaView?c=09a30000000D9xtAAC&id=08730000000KstjAAC
Thanks
Ankit Arora
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