Customize the Customer box under BANT box on opportunity page

Hi Chani,

You need to replace the ClientAccountProfileSchema module and add new elements there. For example to display "Also known as" column for the Account you need to add the following code to the replaced module:

define("ClientAccountProfileSchema", ["CommunicationOptionsMixin"],
		function() {
			return {
				entitySchemaName: "Account",
				messages: {},
				mixins: {
					ProfileSchemaMixin: "Terrasoft.ProfileSchemaMixin"
				},
				attributes: {},
				methods: {},
				diff: /**SCHEMA_DIFF*/[
					{
						"operation": "insert",
						"name": "AlternativeName",
						"parentName": "ProfileContentContainer",
						"propertyName": "items",
						"values": {
							"bindTo": "AlternativeName",
							"layout": {
								"column": 4,
								"row": 7,
								"colSpan": 20
							}
						}
					}
				]/**SCHEMA_DIFF*/
			};
		}
);

As a result the profile container will be modified:

If a contact is selected as the value for the "Customer" field and you need to add some fields to this container - same approach, but you need to replace ClientContactProfileSchema module.

Best regards,

Oscar

Oscar Dylan,

Thank you so much!!!!

Where do you access this module, code? Are you edited the 'Opportunities' code?

Joseph Matthews,

No, you need to edit the ClientAccountProfileSchema module

(It's in the same place where the opportunities module is in the advanced settings)