Method:Classic General Q&A

Re: Tab Link Errors

Nathan W — Thu, 03 Nov 2011 14:41:38 GMT

Thank you guys for all your help, you're great!

Re: Tab Link Errors

Method_Michael — Thu, 03 Nov 2011 14:14:01 GMT

Nathan-

This is for Customer and Leads, let me know if you need the rest.(Note some of the Screen are place holder screen)

Tab: Customers

Tab Link Name	Opens Screen	Show
Customers Dashboard	CRMQBO_Home Dashboard	Unchecked
Customers and Contacts List	CRMQBO_CustomerList	Checked
New Customer	CRMQBO_NewCustomer	Checked
Edit Customer	CRMQBO_EditCustomer	Unchecked
Estimate	QBO_Estimate	Checked
Invoices	QBO_Invoice	Checked
Receive Payment	QBO_RecievePaymet	Checked
Sales Orders	QBO_SalesOrder	Unchecked
Credit Memos	QBO_CreditMemo	Unchecked
Sales Receipts	QBO_SalesReceipt	Checked
Customer Reports	CRMQBO_Lead Reports	Unchecked

Tab: Leads

Tab Link Name	Opens Screen	Show
Leads Dashboard	CRMQBO_Home Dashboard	Unchecked
Leads and Contacts List	CRMQBO_LeadList	Checked
New Lead	CRMQBO_NewLead	Checked
Edit Lead	CRMQBO_EditLead	Unchecked
Estimate	QBO_Estimate	Checked
Invoices	QBO_Invoice	Unchecked
Receive Payment	QBO_RecievePaymet	Unchecked
Sales Orders	QBO_SalesOrder	Unchecked
Credit Memos	QBO_CreditMemo	Unchecked
Sales Receipts	QBO_SalesReceipt	Checked
Lead Reports	CRMQBO_Lead Reports	Unchecked

-Michael

Re: Tab Link Errors

Nathan W — Thu, 03 Nov 2011 13:28:23 GMT

Danny,

Thank you for figuring that out. Now I need a list of what the standard Tab names should be so I can change them back. Please let me know where I can find out exactly what they should be.

Thanks again,

Nathan

Re: Tab Link Errors

Anonymous — Thu, 03 Nov 2011 12:52:52 GMT

Nathan W:
Thank you for the quick reply. I tried what you suggested, but the issue still remains. I have enabled the support on my account.

Good Morning Nathan,

This morning I logged in via Method Support and confirmed that the tab names have been changed in your account. As a result, if the actions are trying to go to to the Leads > New Lead tab link, it is unable to find it. This is because the new location is now TGO Leads > New Lead. If you'd like to keep it like this, you can but you'll need to update the actions for the New Lead button that was giving you the error and point it to the new location.

My advice - any of the standard tabs used for the CRM, I wouldn't change the tab names. Why? Several of the screens use actions to call previous locations or load default values on the screen based upon the name of the tab. By changing the tab name, we actions that were referring to that name can no longer process as they normally would.

HTH

Re: Tab Link Errors

Anonymous — Thu, 03 Nov 2011 03:16:58 GMT

Nathan,

One last thing I thought of before looking at your account. Have you changed the name of the tabs? For example, changing the "Leads" tab to "My Leads"? If so, this could very well break the link that is setup in the actions for the button you're clicking on. Check to make sure that your tab is still labelled "Leads".

If you want to change your tab name, you can, however, you'll need to also update the actions in the "New Lead" button to point to the new location.

If that still doesn't fix it, I'll look into your account as see what it could be. Be careful when editing exisiting tabs and tab links as some screens look at the tab names in order to perform certain actions.

Hope that helps and have a good evening,

Danny

Re: Tab Link Errors

Nathan W — Thu, 03 Nov 2011 02:37:19 GMT

Danny,

Thank you for the quick reply. I tried what you suggested, but the issue still remains. I have enabled the support on my account.

Sincerely,

Nathan

Re: Tab Link Errors

Anonymous — Thu, 03 Nov 2011 02:13:13 GMT

Hi Nathan,

I just tried this out on a couple of accounts and wasn't able to get the same error message that you received. Here are a couple of things to check:

Click Customize > Tabs.
Scroll down to the Leads tab and click Edit tab links on the right.
When the Tab Links for Leads windows appears, look at the 3rd row for "New Lead" tab link. Be sure that CRMQBO_NewLead is selected.
Click Finished Editing Tab Links.

Be sure to refresh the tab or click F5.

If that doesn't work, please enable Method Support in your account and we can take a look at it.

Thanks.

Tab Link Errors

Nathan W — Thu, 03 Nov 2011 01:57:53 GMT

Hello,

I am experiencing the following error message on my Lead List screen when I click + New Lead (this is the default Lead screen)

----------

Could not run the 'Go To Tab Link' command, as there was a problem locating the Tab Link 'New Lead'. This Tab Link may have been deleted, or if you copied the original Screen from another account, you may also need to copy the Screen this Tab Link 'New Lead' belongs to as well.

Additional Information

Action Sequence Order:1

----------

Please advise as this and other error messages are driving me crazy.

Thank you