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How to Display Custom Record on Lead/Prospect/Customer form
Hi,
I have created a custom record to capture details like creation date, expiry date for the product selected by the customers. custom record list will look like this:
Customer Name User login Date Created Expiry date Last renewal date
XXXX 123456 10/5/2007 10/04/2008
XXXX 789012 10/5/2007 10/04/2008
YYYY 565456 10/1/2007 09/30/2008
YYYY 878675 10/1/2007 09/30/2008
What I want to do:
When i go to Lead/Prospect/Customer record for XXXX
In a new tab that i created in Lead/Prospect/Customer Form
the filtered list is shown from the Customer Record like:
Customer Name User login Date Created Expiry date Last renewal date
XXXX 123456 10/5/2007 10/04/2008
XXXX 789012 10/5/2007 10/04/2008
How can I achieve this?
Thanks & Regards,