CRM Solution

In this example, I’m going to add a field called “anniversary” to my accounts. This field will display   the anniversary of our relationship with each company. You can modify the instructions below to create other calculated fields in other entities. Create a calculated field 1.) Go to   Settings   >   Administration   >   Customization   >   Customize the System . 2.) Select   Entities   >   Accounts   >   Fields , then click   New   to create a calculated field: 3.) Enter a   Display Name   and   Data Type , then set the   Field Type   to   Calculated : You can also enable   field security ,   enable auditing , add a description, etc. But for this example, we’ll skip those extra steps. 4.) Click   Edit   to set up the field function, then set the   Action   to   ADDMONTHS(12,createdon) and click the   ...