Hello Pros,
sorry, but I don't find any solution.
I want a mudule just like "Leads" - Yes I can do that in the Mudule Builder and edit the lists and labels.. So far so good..Lets name the new Module like: Heroes
I need the following functions :
- Switch the Heroes into Contact & Company
-- also switching back contacts or Company into Heroes
- Combine the heroes with Projects
--the project can be chosen by a related field, and with that a special field,from "Projects" (which has already data) is filled up: in this Case the Project Number.
- Under the Heroes area there has to be a "activites-overview-field". All activities, like notes, calls, meetings with the opened Heroe, are to be displayed.
Thank you for your Solutions. If this is not to be done with a forum threat, I am looking forward to your proposals.
Best Regards


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