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  • Leticia Figueroa
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2 replies

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!
2 replies

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!