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Edit Tab

New Member
Posts: 28
Country: Canada

Edit Tab

Hi,

 

I created a tab in contact view.  Essentially, I want to have a "Product" tab that starts off empty, but inside the tab allow for "add" with different column such as "name of product", "investment amount", "servicing advisor", " account number", and etc.  However, it looks like I can only put fields in it.  Is there a way that I can edit to an extent that is similar to "opportunities" or "notes" tab?  Thanks.

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Edit Tab

Bronze Super Contributor
Posts: 1,233
Country: USA

Re: Edit Tab

It sound like you want a custom table to hold products under a tab. We have developed an add-on named Impact Tables List Plus v5 for just that reason.

 

Below is a screen shot of a custom table named 'equipment'. As you can see equipment records are displayed in a list under the tab.  The data-entry form ( blue on top) is customizable, add any fields you need to capture. Our add-on comes with over 30 starter templates. One may be right for you or you can heavily customize any one of them.

 

You can download the free trial here:

http://www.durkincomputing.com/Download.aspx

 

Click here more information on 'What is a custom table?'  

 

Thanks

-- Jim Durkin

DurkinComputing.com

 

Durkin_Impact_Custom_Table.PNG