Can I create a Prospects tab?

[loumed]

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

 

If so, how would you do it?

[Richard Carlton]

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