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Hi there,
I have added EntityCreatedDate field into a grid on LeadList screen. Now I want to add it on edit lead screen, but I dont have that field in list of available fields on the left hand side. How could I do this?
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Glad you were able to resolve it!
Cheers,
Nelson
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I've solved this. You can ignore/delete my post. Issue was that I've created custom field Notes and mixed it up with Note field. Sorry about this one.
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Hello Support,
Even though our users have the Defaut Activity Type and Status set the Status does not set properly in a new activity form. It does seem the activity type is set but the status is not. Please check the activity screen for populating default activty values. Thank You.
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Hi Scott,
First of all, thank you for the positive feedback, we appreciate the kind words.
In regards to your last post, no matter how many times you recreate the ListBuilder list, this will not affect your original Campaign. Essentially the LisbBuilder feature is populating a table that you will be working with through the 5 ...
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Hi there,
I have created a new custom screen based on contacts table. I want it to show Leads with fields:
-Company Name
-Full name
- Notes
I understand that in order to show leads only I need to include IsLeadOnly field and filter by it. I also want to filter the grid to show only entries where note is not ...
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Hey Rolf,
Sorry to hear that your workflow has been impeded.
I've tested opening multiple reports at the same time with Mozilla Firefox and Google Chrome and have been successful.
When using Internet Explorer on the other hand, I have been able to replicate an issue which sounds very similar to what you are experiencing.
In order to ...
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Ben,
We have customized the ListBuilder Screen to show City, State, and Zip. Sorted by State, City and Company Name. This gives us what we're looking for. We then deleted all other states but FL. I wish that I would have known that the last step, Process, had a check box to process only those records checked. I would not have deleted all ...
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Hey Vlocke,
I will need a little bit more information from you before I can troubleshoot the problem your running into.
Here is a summary of the problem based on your forum post (please let me know if I missed anything):
1. Created a new field object in the "New Lead" screen
2. Added action "Enter Value into field on ...
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Method Team,
I have added a new field into the "New Lead" screen - I added an action to "Enter Value into Field on Screen" - I used this same action when I added the field to the "New Customer" screen and it worked - I put this action before the Save action. But when I test to see if it is saving it does ...
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