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Customer Entities V9 - Timeline

  • 1.  Customer Entities V9 - Timeline

    SILVER CONTRIBUTOR
    Posted 6 days ago
    Edited by Megan Douglas 6 days ago
    Hello,

    We have 2 custom entities and we are having trouble with one of them. On the information form all the data falls under timeline rather than general (on the mobile app) We are very heavy mobile app users and that extra click it a bit frustrating, but I can not seem to find or change the information from timeline to general.I have looked at all the forms and found 1 information for with timeline but no fields associated under it. i moved the fields under general on that form and still nothing. Also removed timeline from there. Any other suggestions?

    Also would be fine with moving timeline to the first tab rather than general if that is an option.

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    Megan Douglas
    CRM Admin/Business Analyst
    AtriCure, Inc.
    Mason OH
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  • 2.  RE: Customer Entities V9 - Timeline

    Posted 5 days ago
    Megan, have you tried just creating a new Information form with the tabs arranged how you want instead of customizing the existing forms?

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    Edrei Mpanduki
    CRM Technical Analyst
    Fender Musical Instruments Inc
    Scottsdale AZ
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  • 3.  RE: Customer Entities V9 - Timeline

    SILVER CONTRIBUTOR
    Posted 3 days ago
    I have not! I will do that! thank you!!

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    Megan Douglas
    CRM Admin/Business Analyst
    AtriCure, Inc.
    Mason OH
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