CRM Custom Company
To add companies from Custom Company Directories to the issue use CRM Custom Company field type.
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Add the field to the screens you need and then proceed with field's configuration (Field's Cog button / Configuration):
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Click on "Edit Custom company" and in opened dialog link the field to the custom company directory:
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Setting | Description |
---|---|
CRM Custom Directory | Select a custom directory from dropdown list of Custom Company Directories created in CRM Administration menu / Custom Company Directories |
Dictionary attribute to store it's values as the custom field options names | Select an attribute from dropdown list of existing attributes of custom company directory selected above. This attribute name will be output in the issue's field. |
Allow create new values | When checked new records can be created right from the field while issue creation/ edit. ![]() |
Import records from CRM directory then save the settings.