I have set up a "catagory" field and have a dropdown box with 6 different headings. Leads, Hold, Qualified, Meeting, Account & Delete. The defualt value is Lead
How can I set up different forms so that i can view each catagory independently?
So far all i have managed to do is use a filter to view only, for example Hold.
Ideally i want to be able from the switchboard go to different forms for each 6......
How can i set a for to only display certain records... e.g. on Hold form, only to view records marked as hold?