I would like to be able to edit the Add/Remove List(or tree view) for Companies/Company List/Group/Group List/Opportunities when the form opens relating to the "Associate With" action.
In other words, when I open the Notes/History or Schedule Activity Form, the "Associate With" part of the form opens up with choices of what/who to associate the contact with. It would be nice if we could Add additional Companies, Divisions, Groups, Subgroups and Opportunities right there instead of having to go to the layout then creating the Group, Subgroup, Company, Division or Opportunity and then have to go back to creating the Note, History or Activity. All I am looking to do is add the information to the list in the Add/Remove form. it doesn't have to open up another mini-form(although that would be nice) with more fields relating to other layouts Sometimes I come up with things on the fly and it would be nice to just create the name of the group, subgroup, company, division or opportunity right there in the add/remove form.
Pat
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.