This topic contains 0 replies, has 0 voices, and was last updated by cduffyaz4 6 years, 4 months ago.

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    cduffyaz4

    I'd like to add a column field to the Customer "Files" subtab so that I can make a selection about the file (Master Sales Agreement, Master Service Agreement, Amendments, etc.) when I load the file to the Customer.

    Any "text" manually named/entered (file name) is unreliable…

    I can add fields to forms but am having trouble with getting it to the Files subtab…

    Would someone suggest how I might accomplish adding a column field to the Customer "Files" subtab so that I can make a selection about the file (Master Sales Agreement, Master Service Agreement, Amendments, etc.) ?
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