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Customer experience | Sales, Customer Insights,...
Suggested Answer

Adding an Entity to the left navigation on a screen

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Posted on by

Hi everyone

I'm having problems adding an Entity (in this case Education History) to the left hand navigation of a form in the Contact Entity.

The image below shows the current Entities that are visible when I'm on the Contact record of a Customer:

pastedimage1615035241286v1.png

I would like to add Education History as a separate section below Groups but don't know how. I've been told to look under Forms and Navigation on the Contact Entity, but it's not obvious what I need to change.

Any help would be much appreciated.

Many thanks
Jon

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  • Suggested answer
    MehranBre Profile Picture
    732 on at

    Hi,

    Try using Form Editor and then click "Navigation" button on header of this windows.

    here you can add items to navigation pan

    Regards

  • Community Member Profile Picture
    on at

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