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connafinnconnafinn 

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?

Ankit AroraAnkit Arora

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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