Okay. I feel like I keep dancing around the solution for this. I've tried to find it and I can't. Here's the issue: I am in the process of re-organizing our Account object. There are some sections on the detail tab that need to be moved to other tabs, like Financials, Customer Success, etc.
I've created the tabs, but I haven't been able to move those sections to the tabs. There are other modules that need to be shifted as well, but once I figure out moving the sections, I can figure out moving the modules.
I've tried editing the page layout in object manager, I've tried editing the account page, and it's always close but not exactly what I need to do. I've attached a screenshot of the current details page. You can see the Customer Success section that needs to be moved to the customer success tab. Any and all guidance is greatly appreciated. Something tells me it's a simple solution and I'm just overthinking it.
@Margaret Tratnyek That's correct. I'm also considering just making another layout entirely for the success team but I don't think that'll solve the problem.
@Brandon Van Galder I will look into Dynamic Actions and see if that resolves it. Thank you
