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add customized fields on crm web ui

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Hi, everyone.

 

I'm new to using the CRM web ui. I'd like to request for a step by step guide on how to create the ff. requirements:

 

1.  additional date type which will be included in the Dates and Durations section of the Service Level Agreement assignment block

 

2. 2 additional fields using the catalog functionality which will be used as Company and Division fields since the client doesn't want to use the standard Sold-to-Party field which gets its entries from the Org Model.

 

 

Hoping for your help.  Thanks.

 

 

Regards,

Theresa


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