Hi all,
I would like to ask if it is possible to just click on a + sign when updating account info and create and update a new similar section.
For e.g, In the customised "Appointment section" in account details, I filled in all the appointment details (something I cant customise in record type) in Apr. In May, I schedule a similar appointment section again. Can I just click on a + sign when editing the account and fill in similar fields? or do I have to change the layout every time I update?
I didnt put the appointment section in the "my tasks"/ activity because it is harded to customise the field.
Thank you.
Pang.