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How to Move Relationship Sublist Fields to Different Field Group?

edited Jun 2, 2025 2:31PM in Ask A Guru 2 comments

Hi,

Our sales team would like to see the some of the fields in the Relationship sublist (contact, email, phone number, etc.), into the Primary Information group. The reason for this is to make it easier for data entry and eliminate extra scrolling and clicks. I know this might seem like a silly question but if it can be done, we'd love to know; if not, that is ok as well!

Thanks!


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