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Adding New Tabs in ACT

Tuned Listener
Posts: 4
Country: United States

Adding New Tabs in ACT

I would like to add new two new tabs to to the contact detail view in ACT. One tab called "News" and a second tab called "Background"

 

I was able to add the new tabs under the Layout Designer but when I viewed the new tabs the section underneath the tab label was grey and I couldn't add any information.

 

I would ilke to be able to upload documents to these tabs from Microsoft Word and also Adobe PDFs just like how the "Documents" tab works. Would you know how I could make the tabs custom so I could upload documents to them?

 

Thank you for your help.

 

Ed  

 

 

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Adding New Tabs in ACT

The only tabs you can add with ACT! are to add fields in the database.

 

The add custom tables (like documents) you need to use an add-on like itTables