Discussions
Merging records - Projects
Hello all
I have a nice little button available to me on customer records which enables me to merge two customers that are duplicated. I can see that this button is available as it appears on the Custom Entry Form under Actions; Standard Actions; Merge.
I want to add the "Merge" button to a Project, to enable me to merge two projects which have been duplicated without losing the documents attached to it, is it possible to add this button to projects also? If so, please can I have an idiots guide as to how to do it, as, at the bottom of the list of standard actions, there is no dropdown or search box to enable another standard action to be added.