You have hidden fields for example Title and Academic Title on the Account quick create using Personalisation. Afterwards you have assigned Page layout XYZ (represents the name of the page layout) to user ABC (ABC represents the name of the user).
In this layout you have made the fields Title and Academic Title visible and you expect to see them, when you log into the system with user ABC.
Reproducing the Issue
We will use Accounts as example.
- Log into the system with user ABC.
- Go to the Customers work centre.
- Select the Accounts view.
- Click the New button.
- The fields Title and Academic Title are not visible in the quick create window.
This is the expected system behaviour.
Changes made using Personalisation are not overwritten by Page Layout assignment or changes.
KBA , LOD-CRM-ACC , Account , How To