Can I create a new Tab?

Paul Posted: 2022-12-08 13:37

I want to add a new Tab to Opportunities and Organisation (same name and layout to both) - It looks like this is not possible, and I can only use the prescribed options. Does anyone know if this is possible?

Rajan (Workbooks Online) Posted: Fri, 09.12.2022 - 11:38

Hi Paul,  There are some articles on our Knowledge Base page that might be able to assist you here I will provide you the links to them below. If you need further support you can email in at support@workbooks.com. https://www.workbooks.com/help/adding-dashboard-record-tab  https://www.workbooks.com/help/showing-linked-records-tabs https://www.workbooks.com/node/1408 https://www.workbooks.com/help/default-tab-views

• Log in to post comments