Reorder the Position of Custom Records Added as Child Records in the Customer Form

The user has three or more Custom Record Types and these have the Customer record set as the parent record. All the Custom Record Types are added in a single tab (example: Custom). The user wants to rearrange the order of the Custom Record Types in the Customer Form.

 

1.    Navigate to Customization > Forms > Entry Forms.

2.    Edit the Preferred Customer/Lead/Prospect form.

3.    Navigate to Sublists subtab > Custom sublist.

4.    Click and Drag the name of the custom record type depending on the position user wants or use the Move to Top and Move to Bottom buttons.

5.    Click on Save.