[dmashburn3]

Hi,

I've made a saved search to tie custom transactions back to the sales orders they were created from. I can set this sublist to attach to attach to the related records tab, the accounting tab, the items tab…

However when I attempt to attach it to the "Sales" tab, it doesn't show up there at all. I have been assuming that this "Sales" tab is the same as the Sales team tab, is that perhaps incorrect?

Any idea how I can get it to ultimately show up on the Sales Team/Sales tab? Is this perhaps restricted for some reason?
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[pcutler]

The sales team and sales tabs are different. The sales tab has opportunities, transactions, etc. The sales team tab has sales reps and their sales roles. Sounds like you might have the two tabs mixed up?

[dmashburn3]

Interesting. It appears I don't have the option to attach a sublist to the sales team tab then. Thanks for the help!

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