Table Lists

The feature allows to add a table to Company/Contact card:

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You can create several table types to use them into different places. Table types are created in CRM administrator menu / Table lists.

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Create table type name on your local language and English and click "Add". To configure table fields click on "Fields" button.

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To learn about field types please refer to Directory Attribute Types and Properties. Please don't forget to select 'Main' tab.

Then go to Companies or Contacts sub-menu and add new attribute 'Table list' and select a table type from the list of tables you've created in Table lists sub-menu.

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Please note:

That you have to grant required permissions in Directories Permissions section of Access in CRM administration in case to be able to add and edit values in table lists.

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