Browse


Narrow Search

Feature
Role
Can't find what you need?
Contact Us

Reset Search
    Search Knowledge Base
 
Article

Generic Client Contact and Client Company Look-up for use in Projects and Comps

« Go Back

Information

 
SummaryTrack companies and contacts without having to use specific roles
-

We have created a generic Client Contact and Client Company look-up for use in Projects and Comps so that you can track both without having to use specific roles.

Edit the layouts in Projects and Comps to add these two new fields:

  1. Go to Setup > Object Manager

 

  1. Open Closed Deal > Page Layouts

  1. Open your first layout

  2. Drag the Client Contact field where you want it.  Repeat for Client Company.

  1. Click .

  2. The fields will now display:

 
  1. Repeat for Projects.

Feedback

 

Was this article helpful?



   

Feedback

Please tell us how we can make this article more useful.

Characters Remaining: 255

 

Apto