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Customising an Organisation form
... Customising an Organisation form By investing some time in planning how you want forms to appear, you can create a completely unique set of Workbooks reco ...
Linked Fields
... Linked Fields When a record contains a Linked Field (such as the Employer field on a Person record, the Prospective Customer field on an Opportunit ...
Setting Up New Tab?
In the PEOPLE section is it possible to set up a new tab along with MAIN, SUMMARY, ACTIVITIES, etc? For example, Medical Information and create dropdown boxes and text fields within it? I'd be grateful of any help with this. Sorry ...