1. Navigate to Transactions > Sales > Create Opportunities > New
2. Relationships tab > Contacts subtab
The customer would like to add columns on the sublist that is displayed.
To add columns on the contact subtab of an opportunity form, perform the following steps:
1. Navigate to Customization > Forms > Entry Forms.
2. Edit the preferred contact form.
3. Click the Fields tab.
4. In the Main subtab, check Quick Add for the field to add as a column.
5. Click Save.
Note: Clear the cache if the changes did not take effect after saving.
Friday, September 21, 2018
Add Columns on Contact Subtab of an Opportunity Form
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