Hello experts,
I am working on CRM 6.0.
When creating a new Contact Person from an Account Page, only few data need to be populated in BP_CONT/ContactQuickCreateEF.
Now, I would like to add a view (like like BP_DATA/Attributes) or an assignment block which would allow me to maintain marketing attributes for the Contact Person I am currently creating.
I was trying to add a new view to the viewset: BP_DATA/AccountContactViewSet but I did not managed to have it displayed.
Could you please advise and give me the main steps on how to reach my goal with the less coding if possible?
Thank you very much for your help.
Best Regards.