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How can I customize the billing account selection columns view while creating a quote?

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How can I customize the billing account selection columns view while creating a quote?

Question or Problem Statement:
I wanted to customize the billing account selection columns view while creating a quote, or I have a custom field in billing account object, I wanted to display it in the billing account selection  view. E.g. I wanted to display "Bill Cycle Day" in the billing account selection columns view. How can I do it?

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1 REPLY 1
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Re: How can I customize the billing account selection columns view while creating a quote?

Solution:
Under your login name --> Setup --> App Setup --> Create --> Objects --> Billing Account --> Field Sets --> Billing Accounts(Zuora__fields_for_select_billing_account_compon) --> Edit --> drag the wanted field into the field set then Save.

 

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Then "Bill Cycle Day" would be displayed. Note: If it does not display, please check the Field Level Security and View Field Accessibility of that field.

 

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Supporting References:

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