|Posted: 2014-06-18 15:26|
Barbour ABI provides sales lead and project information to the construction industry.
This information can be easily displayed within a tab in Workbooks by following these simple steps. These steps are most likely to be used on the Sales Lead or Opportunity record types. This example uses the Sales Lead record type:
Create a text custom field to hold the Barbour ABI Project ID. In this example the field is named Barbour Project ID.
NOTE: It's totally fine to name your custom field differently, but the URL defined in the iFrame custom field will need to reflect that.
Amend the Form Layout as required. NOTE: You can also control the order of tabs in Form Layouts, not just fields and sections on the Main form.
NOTE: The Barbour information will only be displayed once you logon to Barbour ABI.