Creating a new accounts subpanel

[nabberuk]

Hi,

I'm trying to create a new subpanel that will be visible in accounts and display technical details about said account. The data will be in simple label/value. (same as the overview subpanel).

I'm unsure on the process, i've used module builder to create a new package and then a new module underneath that called Technical Details.

I'm unsure on what relationship type i would need to use for it to appear or which view relates to the subpanel view (would it be detailview?)

thanks!

[nabberuk]

right, i now have a subpanel listed in accounts called Technical.

This is in listview and not detailview, any idea on how i change this?

thanks

[rafael.q.g@hotmail.com]

You could create a new module using module builder.
Once this module has to appear only under accounts, you could mark it to doesn't use tab.
Then on moudle builder you have to create a relationship one-to-many (one account to many of your custom module). This way a subpanel will be created under accounts and you will be able to create records directky from subpanel.

Do not forget to deploy your module before you test it. Module builder has a deploy button to realize this action.

[nabberuk]

You could create a new module using module builder.
Once this module has to appear only under accounts, you could mark it to doesn't use tab.
Then on moudle builder you have to create a relationship one-to-many (one account to many of your custom module). This way a subpanel will be created under accounts and you will be able to create records directky from subpanel.

Do not forget to deploy your module before you test it. Module builder has a deploy button to realize this action.

thanks for your reply. When i use one-to-many the primary module (one) is greyed out and so i can't change it from my custom module to accounts.