Usually, if the customer is an Individual the contact record tab doesn’t show up in the customer record. So to add the contact record link in the customer record, you can do the following steps. Go to Setup > Company > General Preferences Then check the ” SHOW INDIVIDUALS AS CONTACTS” checkbox and hit Save. So… Continue reading Contact Record link in Customer Record
Tag: entry forms
Customize Entry form
Customize Entry form to show the required fields as mentioned.