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I've tried to link the New Lead tab to a new custom screen I've created, but it keeps going to the standard New Lead screen.  Here's what I did: 1. I added fields to the Customer table. 2. I created a copy of the CRMQBO_NewLead screen, but I did not "replace tab links." 3. I made changes to the new screen I had ...

Well, I tried it again and it initually worked. I exported the Customer table and the changes were in it. But after a few minutes (synchronization, I guess), I exported the Customer table again and all Contact entries that I had imported had reverted to their original states. Also strangely, when I pressed the "Changes Only Sync" button ...

Mike,  My screenshot said Do Not Import on RecordID on my earlier screenshot because I hadn't selected Update existing records by matching the key fields yet. Once you check this box you should be able to choose RecordID as a field to import to. My new screenshot below should be what it looks like before you ...

I am amending the default 'Purchase Order' screen to allow the tax code to be changed for each line item. However I can't see where the 'Total Amount' is calculated. After entering the line items and changing the 'Amount' to reflect the new tax code I hit 'Update' and the 'Amount' is reset. Then when I ...

So I did it with 4 records, and it didn't work. For example, in the Audit Trail I see the following entry for a MaethodAPIUpdateV2: The following query was created in MethodAPIInsert:Update accEntity Set [Contact] = @paramMain account Where RecordID = 537 at 4/25/2013 9:54:53 AM. But then I go into the account and it's not changed.

Yes, I did that with the RecordID Note - Your screenshot above has "Do Not Import" set for RecordID, which results in this message for me: ERROR:One of the columns you've selected in where statement was 'RecordID' which was not added in step 'Prepare Data' of importing. Please add the specified column and ...

Hi Marcelo,  If you click the three dots button beside the status field you should be brought to a screen where you can edit and add statuses. See the screenshot below. Hope this helps! - Jason 

Hi Mike,  If you want to update current records in your Customer table with an import, make sure you check the Update existing records by matching the key fields box. Then, you can choose the RecordID as the field used to match the records. See my screenshots below. I tested this using the Customer table and I changed the ...

Hi Martin,  There is actually a post here that explains how to fix your issue with screenshots. Basically, you should set the Format String to "$0.00" or "$0" on your total line item price if you would like to use dollars. Hope this helps!  - Jason

Changing the Contact and Name fields individually in the Edit Customer screen works, however. Why would the upload not work? In this case, changing entries individually is not a viable solution.