I’ve created a custom object, I have it appearing automatically on the Account details page (think Quote example).
But the quote only has a name column, how do I get it to show other fields? much like the opportunities panel on the account panel.
Thanks
Ok, so simple really, here’s how.
Goto –> Customise –> Accounts –> Page Layout
select a page layout.
Action ‘Edit’
This brings up a list of the panels on the page… scroll down…
You’ll see one called ‘Related List Section’
these are the panels I was originally referring to.
Click on the ‘List?’ you want to add fields to. (should be selected blue)
Click ‘Edit Properties’
wait for a dialog blog.. add the fields you want to be displayed to the right side.
Save… And SAVE the layout changed.
DONE…
hope one day this helps someone.