Hi, how do we customize the drop down menus associated with account & contact
*This post is locked for comments
Hi,
Those are navigation items.. you can customize from form customization.
Settings--> Customization --> Customize the system --> Contact / Account --> Forms
Open the form where you want to change navigation.. then on form customization ribbon use "Navigation" and you can change navigation items.
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
André Arnaud de Cal... 291,253 Super User 2024 Season 2
Martin Dráb 230,188 Most Valuable Professional
nmaenpaa 101,156