Hi group. Thanks in advance for any help.
I am creating some customer apps and putting them as individual Tabs in CRM. Essentially, I would like to create the next progression of the business cycle after our Potential has closed and become a client. Here is my problem.
In Potentials, Clients, Leads and pretty much any native CRM app, the native view provides a hyperlink from the name to the page. For example, in Potentials, the native view lists the Potential Name in a column and you can click the Potential Name to go to that Potential's page.
In a Creator App tab, however, you seem only to be able to get to the underlying information by clicking "Edit". This creates a significant difference in user experience.
Is there any way to make a Creator App feel more like a native CRM app?