[mistryr3]

Hi,

So when you’re looking at a list of customers, for example, and you have inline editing enabled, the first column is the column where you can quickly create new records for the customers

Does anybody know how the list of records that can be created can be changed?

Thanks,

Ricky
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[k_dunc]

Hi Ricky,

You should be able to run a Search, and from the Results screen, turn on Inline Editing. You don’t physically just need to perform your Inline Editing only in the Customer List View.

Cheers,

Kirk.

[cdelacruz]

Hello,

I believe you’re referring to this: IMG 1

It is controlled by the preferred form used by the role/user when creating the record. In the example above, I customized the preferred Lead form. Under the Lists tab > Sales subtab of the custom form, I disabled (un-checked) Transactions. Here’s how it looks after: IMG 2

[mistryr3]

Appreciate the replies Kirk and cdelacruz

Thanks,

Ricky

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