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Add a column list field to the Customer "Files" subtab so that I can select the file attri
I'd like to add a column field to the Customer "Files" subtab so that I can make a selection about the file (Master Sales Agreement, Master Service Agreement, Amendments, etc.) when I load the file to the Customer.
A[LEFT]ny "text" manually named/entered (file name) is unreliable... [/LEFT]
I can add fields to forms but am having trouble with getting it to the Files subtab...
Would someone suggest how I might accomplish [LEFT]adding a column field to the Customer "Files" subtab so that I can make a selection about the file (Master Sales Agreement, Master Service Agreement, Amendments, etc.)
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