How to display Custom Fields on the Call Signature Page for CRM offline?
The Signature Page layout cannot be modified, nor can any custom fields be added to it. However, the Signature Page Display Name formula field can be customized to display values from other additional Account fields if required.
The Signature Page Display Name field (Signature_Page_Display_Name_vod__c) is a Formula field used to display a well-formatted display name for an Account on the Call Signature page. If this field is not populated, the Account Name on the signature page displays the static attributes for the field - Title, First Name, Last Name, and Credentials. If the field is populated, the formula in it will be followed.
By default, its formula is:
TEXT(Salutation) & " " & FirstName & " " & LastName & ", " & TEXT(Credentials_vod__c)
To Customize the formula:
- In the Lightning UI, navigate to: Setup --> Object Manager --> Account --> Fields & Relationships.
- Edit the Signature Page Display Name field.
- Customize the formula in this field to include any additional Account fields whose values you want displayed on the Signature Page.
To enable this feature for Users, provide Field Level Security (FLS) Edit permission to the Signature_Page_Display_Name_vod field on the following objects:
CRM Help Documentation: Displaying HCP Information on the Signature Page