02-15-2011 02:45 PM
I'm trying to create a new tab that has the same properties as the "Notes" Tab. Basically, I want my new tab to be able to do the same thing...add notes, record the date they were added and the user that added them, but since these notes will be specific to a specific aspect of our job...I don't want them to get lost in the regular "Notes" Tab. So is there a way to create a new tab that has the same capabilities as the original Notes tab? Can I duplicate the layout somehow?
Any guidance would be greatly appreciated.
02-15-2011 04:25 PM
IT's not possible to add a second notes tab. However, it may be possible to to achieve what you are looking for with the HIstory Tab and custom activiy types. With the history option, you can have a history type for just that job tracking you are looking for and this could be turned off by filter.
02-16-2011 07:56 AM