These are what i want to create:
1. Under each prosptect customer, i want to have a customize "related list", with several customize filed such as date, term, price, etc, so that i can have a clear pictures for the quote history for this prospect. (i know how to create those fileds)
2, I want to have a tab on the top named as "quote", so that when i click in, i am able to view all the quote that users provided to prospect accounts, able to sort by terms, price, company name or date etc.
Reason the default "quote" function doesnt fit is because some filed have a red start next to it, which i CAN NOT neither change the name nor change the field type to "not necessary". If anyone knows how to get rid of that, it would be not necessary to do what i listed above. Thanks genius!
5 Antworten
Hello Xue, here i am mentioning steps to get you your custom quote object as relatedlist on account pagelayout.
- first you need to create a master detail custom field on your custom object quote.
name>setup>App setup>create>objects> select your custom quote object and click on new button to create new relationship
- then select master detail field and select Account in next page from the dropdown.
then select the label name or keep clicking next (using default).
it will attached as relatedlist of the account pagelayout. but you should still manually check the pagelayout of account whether the quote is there in related list.
