Include Customer Name in Customer Statements

Solution

1. Create a Custom Entity Field

1. Navigate to Customization > Lists, Records, & Fields > Entity Fields > New
2. Label: Enter Customer’s Name Statement
3. Type: Select Free-Form Text
4. Store Value: Enter Checkmark
5. Click Applies To

• Print on Statement: Enter Checkmark

6. Click Display

• Subtab: Select Main

7. Click Save

2. Create a Custom Transaction Field

1. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New
2. Label: Enter Customer Name
3. Type: Select Free-Form Text
4. Store Value: Enter Checkmark
5. Click Applies To

• Subtab: Select Main

6. Click Sourcing & Filtering

• Source List: Select Customer
• Source From: Select Customer’s Name

7. Click Save

3. Create Workflow

1. Navigate to Customization > Workflow > Workflows > New
2. Basic Information:

• Name: Enter Set Customer’s Name Workflow
• Record Type: Select Customer
• Subtypes: Select Customer, Prospect, Lead
• Execute As Admin: Enter Checkmark
• Release Status: Select Released
• Execute as Admin: Enter Checkmark

3. Event Definition:

• On Create: Enter Checkmark
• On View or Update: Enter Checkmark

4. Click Save

5. Click State 1

6. Click New Action

7. Bottom right corner: Click Set Field Value

8. Basic Information:

• Trigger On: Select After Record Submit

9. Parameters:

• Field: Select Customer’s Name

10. Value:

• Formula (Radio Button): Enter Checkmark
• Formula: Enter {altname}

11. Click Save

4. Customize a Statement Form

1. Navigate to Customization > Forms > Transaction Forms
2. Preferred Statement Form: Click Customize 
3. Printing Type: Select Basic
4. Click Printing Fields
5. Click Body
6. Customer Name Statement:

• Print/Email: Enter Checkmark

7. Click Save