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Leticia Figueroa
Ad an existing contact to an account without duplicating
Is it difficult to add a new button in the Contacts tab of an account? I would need step-by-step instructions if it's out there somewhere. My nonprofit can't afford an implementation partner, so I am trying to figure it out myself... Thanks!
Can you pls provide more details like where exactly you want a button and what is the purpose of the button.
Thanks,
Chandra Basetti.