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Building a Custom Record to show in the Customer Form
I want to create a custom record for certain information regarding an existing customer. By creating a custom record I could build an online form for the existing customer to fill out and capture this data.
Is there a way to create a custom record and have that show up as a sub tab in the customer form? Also, withthin that sub tab, can I have other sub tabs within that rather than clicking on a link to take me to the custom record?
Thanks,
Yen
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