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Ability to Create Documents Tab with Opportunity View

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Copper Contributor
Posts: 49
Country: USA
Accepted Solution

Ability to Create Documents Tab with Opportunity View

Using Act Premium Version 21.1 update 2.  I know the Documents tab on the Contact and Company layouts is a default tab, but I'm wondering if there is a way to create a tab like that within the Opportunity tab?  


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Solution
Accepted by topic author Amanda Hayden
3 weeks ago
Silver Contributor
Posts: 1,981
Country: United_Kingdom

Re: Ability to Create Documents Tab with Opportunity View

This should already be there as the documents tab should be showing by default in opportunities as well.

 

First try viewing with another Opportunity Layout.

 

If that does not work you could look at the layout from Tools, Layouts, Opportunities, and using the edit and tabs view see if it has been moved to the left hand side, it should be in the right hand column.

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Highlighted
Solution
Accepted by topic author Amanda Hayden
3 weeks ago
Silver Contributor
Posts: 1,981
Country: United_Kingdom

Re: Ability to Create Documents Tab with Opportunity View

This should already be there as the documents tab should be showing by default in opportunities as well.

 

First try viewing with another Opportunity Layout.

 

If that does not work you could look at the layout from Tools, Layouts, Opportunities, and using the edit and tabs view see if it has been moved to the left hand side, it should be in the right hand column.

Highlighted
Copper Contributor
Posts: 49
Country: USA

Re: Ability to Create Documents Tab with Opportunity View

Oh my gosh!  You're a genius!!!  That was it.  Thank you so much!!!

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Silver Contributor
Posts: 1,981
Country: United_Kingdom

Re: Ability to Create Documents Tab with Opportunity View

Not only a genius but modest too!

 

Glad to have been of help.