Navigation Drop Down Menu (or Pop Up)
I have a main screen (like a switchboard) to jump between views of contacts and customers for a CRM application.
I would like to have a drop down menu or pop up (with type ahead capabilities in the future) so that we can quickly go to an account rather than going to an accounts listing page first.
Do I need to define relationships for the drop down list, or do I just put a field in for it in the main layout's corresponding table?
Any recommendations are appreciated. Thanks!