How to display Custom Fields to the Call Signature Page?
The Signature Page layout cannot be modified or have any custom fields added to it but the Signature Page Display Name formula field can be customized to display additional Account fields.
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 (Title, Last Name, First Name, Suffix, Credentials, Specialty).
Default formula is: TEXT(Salutation) & " " & FirstName & " " & LastName & ", " & TEXT(Credentials_vod__c)
To Customize the formula:
- Navigate to: Setup --> Customize--> Accounts --> Fields.
- Edit the Signature Page Display Name field.
- Customize the formula field with any additional Account fields.
To enable this feature, provide Field Level Security (FLS) Edit permission to desired User profiles for the following fields:
CRM Help Documentation: Capturing Signatures on the Call Report
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