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Topics#Data ManagementKatie DiMento's Question
Katie DiMento (Wiredrive) asked in #Data Management
Jul 2, 2013, 3:56 PM

How do you create a new related list on the Account?

We want to add a few sections for a Customer Success Program that we are launching.. How can we create a new "Projects" section on the Account page? 

 

We also want Project details (like in a Campaign) and the Related Accounts as well as Activity History. 

 

Suggestions?
7 answers
  1. Jarrod Kingston (Studio Science)
    Jul 2, 2013, 3:59 PM
    Hi Nell, you will want to create a Lookup field on the Project record to Accounts.  This will automatically generate a related list of Projects on the account page layout.
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