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Home > Impact Suite > Tables and Forms > Controls on Forms > Contact, Company, Group and Opps fields

Contact, Company, Group and Opps fields

When you add a custom table you may need to attach multiple contacts, companies, groups and/or opportunities. Using any one or a combination of these four controls you can attach the custom record to each.

To add one of these controls open the form in the designer and ollow these steps:

  1. Click on the "Parent-Child icon on the top toolbar
  2. From the TOOLBOX list on the left side select your desired entity
  3. Drag the control onto the form
  4. Use the PROPERTIES panel set your desired options.




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Article ID:
contact__company__group_and_opps_fields
Views: 213
Created By: jimdurkin
Modified By: [Modified By]
Created Date: 3/24/2014 12:31 PM
Last Modified: 3/24/2014 1:46 PM
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