The Customer History Search box has currently 6 fields: Customer ID, First name, Last name, Contacted via, Email and Phone number.
We are using the Customer ID field (which is filled out by LiveLookup) to reference the Company ID field in our current customer database. We have also created a custom field (predefined list) called “Company name”.
My question is, can I replace the Customer ID field used in the Search box with the custom “Company name” field?
If I need to retrieve the history for company “A” is easier to select company “A” from a drop down list than enter the Company ID number.