Friday, September 21, 2018

Add Columns on Contact Subtab of an Opportunity Form

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 > FormsEntry 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.

     

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