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Create a dashboard with pull down menu


1 comment

  • Permanently deleted user
    Alex commented  ·    ·  

    Hi Jason,

    It sounds like you want to add child views (projects, notes, and tasks) to a custom form. You can add these child views to that when you drill into a specific Client record you will be able to see all the associated records on the form. There is additional information in our Knowledge Base article on how to do this:




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