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Customer experience | Sales, Customer Insights,...
Answered

+ Sign of Files tab is not visible on the Opportunity Record

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Hi All,

We have below CRM Version on which we are unable to get the Plus Sign on Files Sub Grid. 

pastedimage1575382993391v2.png

pastedimage1575382690433v1.png

We checked this on Unified Interface and it showing the Plus Sign for above Sub Grid.

Thanks in advance !!!

I have the same question (0)
  • Suggested answer
    ashish12 Profile Picture
    3,079 on at
    RE: + Sign of Files tab is not visible on the Opportunity Record

    This grid is present in which entity ?

  • MS CRM Profile Picture
    on at
    RE: + Sign of Files tab is not visible on the Opportunity Record

    It is Present on Opportunity entity.

  • Verified answer
    LuHao Profile Picture
    40,892 on at
    RE: + Sign of Files tab is not visible on the Opportunity Record

    Hi partner,

    This is by design.

    In the web client interface, the Files Sub Grid does not have a Plus Sign.

    By default, it only has the icon for viewing related records.

    pastedimage1575442615808v1.png

    After clicking this icon, we will go to the Document Associated Grid view, where we can click '+New' to create a document.

    pastedimage1575443669029v2.png

    However, according to your screenshot, your Files Sub Grid does not have an icon for the related records.

    So Documents may have been removed form the Navigation of the Opportunity form, you need to add it back.

    Go to the Opportunity form editor, click the Navigation botton, then move Documents on the right to the list on the left. Save and publish.

    pastedimage1575443915551v3.png    pastedimage1575444004044v4.png

    In this case, the File Sub Grid of your web client interface should have an icon to enter the Document Associated Grid view, then you can new a document.

  • MS CRM Profile Picture
    on at
    RE: + Sign of Files tab is not visible on the Opportunity Record
    [deleted]
  • LuHao Profile Picture
    40,892 on at
    RE: + Sign of Files tab is not visible on the Opportunity Record

    Hi partner,

    My last answer explained the steps on how to display this related records icon.

    Please check it.

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