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Create a tab similar to Notes, but with custom fields

New Member
Posts: 2
Country: USA

Create a tab similar to Notes, but with custom fields

Is it possible to create a tab for contacts that is a table similar to the Notes tab, but with custom fields??  I want to track transactions with contacts.

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Create a tab similar to Notes, but with custom fields

Yes, they are called custom tables. It requires a plugin to configure and view the custom tables. My preference is Topline Designer. Others are Durkin Toolbox, iTables, and I believe there are a couple of others.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 2
Country: USA

Re: Create a tab similar to Notes, but with custom fields

Thank you