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Can I create a Prospects tab?

  •
loumed
in FM Starting Point - General Discussions

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Is it possible to create a prospects tab with FM Starting Point?

 

If so, how would you do it?

Hi Lourned,

 

Prospects are a "type" of Contact.  It might be better... to navigate to Contacts screen (L30)... then build a buttons that find all the records that have the Category of "Prospect"

 

You will need to add that as a category.... to that popup list.

 

The button that does the find and shows you the prospects could be anywhere on screen... but there is room on the bottom of L30.

 

- Richard

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