Chris Raitzyk
08/06/2025, 7:20 PMCeligo AI
08/06/2025, 7:20 PMAI generated answer (using internal Slack threads):To add a custom sublist under the Customer Communication standard tab, you would need to create a new custom record with a customer foreign key that is marked as the "parent". Then, add it to a subtab on the form. Here are the steps: 1. Navigate to Customization > Lists, Records, & Fields > Record Types. 2. Click 'New Record Type' and fill in the necessary details. 3. In the 'Fields' subtab, click 'New Field'. 4. In the 'Type' dropdown, select 'List/Record' and in the 'List/Record' dropdown, select 'Customer'. 5. Check the 'Store Value' checkbox and in the 'Label' field, enter a suitable label. 6. In the 'Parent Record' field, select 'Customer'. 7. Save the field and the record type. 8. Navigate to Customization > Lists, Records, & Fields > Record Types and edit the 'Customer' record type. 9. In the 'Sublists' subtab, click 'New Sublist'. 10. In the 'Sublist' dropdown, select the custom record you created earlier. 11. Save the sublist and the record type. Please note that this will create a new sublist under the 'Communication' tab of the 'Customer' record. You can add records to this sublist and they will be associated with the parent 'Customer' record. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
08/06/2025, 7:21 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.859768331
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.855993807
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.850239456
Celigo AI
08/06/2025, 7:21 PM