Show on Results tab of a Customer Search the Give Access check box on Access tab of a Customer Record.
On the Results tab of the Customer Search select the following:
Field = Formula (Text)
Formula = select on the Field drop down Login Access this would return {giveaccess} on the Formula box then click Set.
Upon clicking Submit or Save and Run.
Results would return either F or T.
or
- Navigate toLists > Search > Saved Searches > New > Customer
2. Results tab > Add Login Access field - Click Add
4. ClickPreviewor Save
Result would return either Yes or No