Method:Classic General Q&A

Re: Go To Activity link doesn't work

Method_Michael — Wed, 16 Nov 2011 22:04:29 GMT

lpierpont,

You will have to recreate the Tab and all the tab links.

This may help however.

Below is a list of the setup of how the Activites tab should be, if you are using QuickBooks desktop the difference is that the screen name start with CRM_ instead of CRMQBO_

Tab: Activities

Tab Link Name	Opens Screen	Show
Activities Dashboard	CRMQBO_Home Dashboard	Unchecked
Activities List	CRMQBO_ActivitiesList	Checked
New Activity	CRMQBO_NewActivity	Checked
New Task	CRMQBO_NewActivity	Checked
Log Call	CRMQBO_NewActivity	Checked
Edit Activity	CRMQBO_NewActivity	Unchecked
Activity Calendar	CRMQBO_ActivityCalendar	Checked
Activity Reports	CRMQBO_Leads Reports	Unchecked

-Michael

Re: Go To Activity link doesn't work

lpierpont — Wed, 16 Nov 2011 20:15:16 GMT

the problem is that i don't have an Activities tab. i had copied it to edit it, so I had an Activities tab and my own customized Activities tab. it seemed confusing, so I deleted the Activities tab and it's components. seems like it got rid of all those fields too? how do i get that tab back?

Re: Go To Activity link doesn't work

Method_Michael — Wed, 16 Nov 2011 20:10:54 GMT

lpierpont,

Try this:

Click Customize > Tabs.
Scroll down to the Activities tab and click Edit tab links on the right.
Make sure you have a Tab link named Edit Activity and that it is pointing to the CRM_NewActivity screen( or CRMQBO_New Activity screen if using QBO) .
Click Finished Editing Tab Links.
Try again.

-Michael

Go To Activity link doesn't work

lpierpont — Wed, 16 Nov 2011 15:55:23 GMT

Here is the screen shot I am getting.

Could not run the 'Go To Tab Link' command, as there was a problem locating the Tab Link 'Edit Activity'. 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 'Edit Activity' belongs to as well.

Additional Information

Action Sequence Order:6