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May 17, 2022 5:49 AM
Hello, I would like to know if it is possible to create a new tab, in addition to the existing ones (Activity, Notes, Emails, Calls, Meetings), like the one indicated below in red as "Legal"
Thanks.
Solved! Go to Solution.
May 17, 2022 11:21 AM
Hey, @VCosta3112 👋. Thanks for reaching out. To confirm, you are not missing an option. There is no way to add a net new Activity-type to your tabs on an Object record (Companies, Contacts, Deals, etc)
If you have a moment, adding this as a request in the Ideas Forum will be helpful in getting this need in front of the product team.
Thank you! – Jaycee
May 17, 2022 11:21 AM
Hey, @VCosta3112 👋. Thanks for reaching out. To confirm, you are not missing an option. There is no way to add a net new Activity-type to your tabs on an Object record (Companies, Contacts, Deals, etc)
If you have a moment, adding this as a request in the Ideas Forum will be helpful in getting this need in front of the product team.
Thank you! – Jaycee
Aug 8, 2022 11:53 PM
I also need this. I hope there's option to add extra tab.