I Want to add an external web form under the client's project tab.
I have tried: Custom Links for Perfex CRM - It allocates forms under staff login/settings and also under clients' profiles. defined as a common form that is not helpful. I want each form to be saved for a particular client (similar to a "note" added as an add-on page-not required to be connected to the database)
Link: Setup/Setting/Customer/Visible Tabs (Profile)
Any solution?
JB
