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Hello,
I have created a search functionality and added it in webresource as a HTML page. Now I want to add that HTML Page in one of following.
1- Title bar of CRM windows
or
2- In Activies or Records
Is it possible to add any of above? If so, please suggest how to add.
Thank you.
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Hi,
You cannot add any custom page at the location you are expecting.
Thank you Yadnyesh.
But first, I want to add my HTML page(web resource) in the list shows on "+" click.
Second, I don't want to add in "Sales/Marketing/Service" etc. I want to add on title bar (on the same line where "+" and search are given.
Is it possible to add HTML (Web resouce) on the location? Please suggest.
Hi,
If you want an entity name to appear when user clicks on + button in top navigation, then, you can achieve this by below steps:
1. Go to settings > Customization > Customize the system
2. From left navigation, expand entities tab and click on the entity you want to be appeared in top nav on click of + button.
3. From the entity page, select Allow quick create checkbox.
4. Save the changes and publish the customizations.
Below is reference link:
https://technet.microsoft.com/en-us/library/dn531126.aspx
Also, you cannot add HTML page in the list that appears on click of + button from top navigation. However, you can add HTML page i.e. web resource in any top navigation area like Sales/Marketing/Service etc. Please clarify.
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