Choosing Fields to be displayed in Sections of Client records
When viewing a Client record and hovering over the [+ New] button in the top right of the following sections -- Job Openings Contacts Interviews Member Clients To-Dos ... a drop down button [ˇ] appears which allows the choice of which fields are displayed from the section on the Client record. From this drop down menu it's possible to select the fields to be displayed using the check boxes. The drop down button [ˇ] next to the [+ New] button should always be visible, in order to make the feature clearly available.
Topic Participants
Arun Raj
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