RE: Is it possible to move custom record under tab of Transaction=>Financial
We have financial data on custom record which we want to show under Transaction tab
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.
