A layout within a layout, how do I add a 'New Record'?
I have a multi-tabbed dashboard that helps me to keep track of customer details, services, suppliers etc. On one tab, I have a portal that displays all the people associated with that particular customer.
This works fine but I have to leave the dashboard layout and go to the 'Contacts' layout to enter details for new people. I tried copying all the fields from one layout to the other but I'm not sure how I can choose to enter a new contact for the customer.
Does that make sense?
When I'm in the Contacts layout, I can simply choose 'New Record' to add another contact but I can't do that in the Customers layout, as it would just add a new customer...