Method:Classic General Q&A

Re: Unable to change default setting in Customer List

shelley — Thu, 05 Jan 2012 19:24:48 GMT

Thank you. It works now.

Re: Unable to change default setting in Customer List

Method_Michael — Thu, 29 Dec 2011 19:45:19 GMT

shelley-

I logged into your account and took a quick look, I think you are just using the wrong screen.

Under Customer Center > Customer List you are using a screen called Customer List - Admin Sales (You can see this by hovering over the tab link name).

Looking at the your most recently customized screen Customer List - Shelley, I can see that it has the changes you are looking for.

You will either need to make the changes to Customer List - Admin Sales or update the tab link to point to Customer List - Shelley.

-Michael

Re: Unable to change default setting in Customer List

shelley — Thu, 29 Dec 2011 15:38:33 GMT

Method support is enabled. The screen name is MethodSupport. It is associated with the email: bsc@methodintegration.com

Re: Unable to change default setting in Customer List

Method_Michael — Thu, 29 Dec 2011 14:49:14 GMT

shelley-

Can you enable MethodSupport and email me your account name and the screen name?

-Michael

Re: Unable to change default setting in Customer List

shelley — Thu, 29 Dec 2011 02:23:24 GMT

Yes, I tried all of the steps above and they did not work.

Re: Unable to change default setting in Customer List

Method_Michael — Wed, 21 Dec 2011 23:04:37 GMT

Shelley-

To confirm:

You are going to step 3 of 9 on the grid
Selecting the filter view you want to be the default
Clicking New/Edit
Checking the This is the default view for the grid checkbox.

-Michael

Re: Unable to change default setting in Customer List

shelley — Wed, 21 Dec 2011 20:11:55 GMT

I don't see anything like that. Any other suggestions?

Re: Unable to change default setting in Customer List

Method_Michael — Wed, 21 Dec 2011 15:18:46 GMT

Shelley-

Check the OnScreenLoad event actions for that screen, maybe it is using the Set View Filter action to set the filter view when the screen loads.

-Michael

Unable to change default setting in Customer List

shelley — Wed, 21 Dec 2011 03:23:42 GMT

I think there is a bug or I am doing something wrong. I am trying to change the default setting for my customer list. Our sales team would like this to default to ALL CUSTOMERS vs. ACTIVE CUSTOMERS.

Currently, when the customer list opens up, it defaults to "All Active Customers." I found a preference in the customer screen (Grid Wizard- Step 3 Filters) to change this. However, it never changes after I publish and Save and Close.

Here is a screen shot of what I want to change

Existing Customers

Hide

Filter By View: All Active CustomersAll CustomersAll Inactive CustomersBalance greater than 0Leads Only

Select

Customer

Balance