Est. Budget: $30.00
I would like to add a subpanel called "Transactions" which is linked as Child to Contacts Module - which is Master.
-For each Contact can have many Transactions.
-TransactionsSubpanel Table/grid includes this fields:
1. Contact's name (is also a link to contacts form)
2. Date Created ( when record was created)
3. Created by (who created record)
4. Action (is a dropbox with a list of actions, search for
in CRM dropbox area
5. Action Status (list of action ...