Articles tagged #CUSTOMIZATION
Articles tagged
#CUSTOMIZATION

Moving Fields and Lists Between Subtabs

You can move fields and lists (the Contacts list on entry forms, for example) between subtabs on entry forms. After you have made changes on the Custom Form page, click Save & Move Elements to move fields and lists on the form to other subtabs.

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Linking Transaction Forms

On the Linked Forms subtab, you can specify which transaction form is used when you transform one transaction into another. You can create a chain of transaction forms that mirror your business workflow.

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