RE: Is it possible to move custom record under tab of Transaction=>Financial
Which record type is this for? I’m assuming it’s for Customer record type? If so do this.
- Make sure that your custom record has one of the fields representing Customer via List/Record->Customer.
- Create a saved search of Customer type and add a filter (not Criteria) under Advanced Filters for Customer ID.
- Create a sublist using Customization->Forms->Sublists->New.
- Specify which tab it needs to show up in the Customer record.