Wednesday, February 27, 2019

Customize New Bar drop down options on Customer record

To customize the New Bar drop down options on Customer record:

1. Hover mouse to the Create New Bar drop down list.

2. Hit Personalize...

3. In the Customize New Bar page, drag and drop fields depending on your order requirement.

4. Hit Save.
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3 comments:

  1. AnonymousJanuary 15, 2020 at 2:16 AM

    Is there any way to add custom items to this menu or customize the functionality of existing items in this drop-down list?

    ReplyDelete
    Replies
    1. AnonymousJuly 15, 2020 at 10:56 PM

      Would like to find out if this is possible too. Any idea?

      Delete
  2. AnonymousSeptember 1, 2021 at 1:57 PM

    Also very curious about if it is possible to customize items or create custom items to add to that Create New List on Customer Profiles!

    ReplyDelete

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