Hello Stack Exchange.
Salesforce newbie here. I manage the back-end of a charity working with entrepreneurs, and I'm responsible for making basic admin changes and maintaining our Salesforce system.
We're currently making some changes to our Salesforce structure and I had a question about Record Types and Custom Objects and how they're viewed in Tabs.
My developer is currently away so I haven't been able to ask them for an answer, and I was hoping to find a solution I could implement myself. I've listed the problem below:
In our current model we have tabs relating to custom objects, which give list views of all the data there. These custom objects are separate from the standard Contacts and Organisation.
Unfortunately, on the list view of these tabs, there's no functionality to add the contacts to a Campaign as they're custom objects.
However, in a previous iteration, we had a list view for a Record Type (NEFer) which we could add to Campaigns / send email to list, like the button below for Contacts.
As I understand it, you can't have two tabs for the same object. However, previously, we had a Tab for NEFer (which we could add to campaigns from) AND a Tab for Contacts.
I'm a little confused by this, have I overlooked something obvious? Ideally, we'd want Tabs for each Record Type (Coach, Mentor, Donor etc..)