Remove Companies from Leads
hello, is it possible to create leads on people and not companies ? My customers are patients, they aren't associated with any company.
10 Replies
Yes if you create a type relation field and connect it to People records
i did, but it doesn't show up at all
But does it show up in table view, not Kanban like on screenshot or in record's details?
If you want to make it visible here, you have to show this field in Options > Fields > Hidden fields > name of field
yes i did that, i am trying to remake the opportunities tab, since i can't seem to figure out how i should set it to autofill using the person data model not the company one
in the opportunity window, on kabana view, if i click new... al the companies show up... i am trying to do the same thing , but the People windows should pop up
Okay, now I understand it
I checked in the code and it's not possible to have the same functionality with People records like it's with Companies records as it's simply hardcoded only for Companies
Later this year or at the beginning of next year new feature "Custom layouts" will come out and maybe it'll be possible to change it but for now it's not available except for the Companies in Opportunities
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thank you for your time
No problem, feel free to ask any questions
heh, now i started getting missing workspace errors, guess i will reinstall it