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Hi Adam,
Thank you so much for following up. I will review with my boss as she has access to this screen. You and Ashur have been VERY Helpfully (I do not use this word lightly)!
Thank you!
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When you first copied the screen you should have selected Replace links to an existing screen on Step 3 of 3. That's most likely why the option is not showing up when editing a contact. In order to get around this you can create a copy of your customized screen and do what I mentioned, remember to replace the original screen: ...
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Suzanne,
I'd also like to add that another option for you would be to use the Report Header. This band will only print once per report.
- Adam
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I figured out the on grid editing however I still don't believe I am actually changing that field from the Contacts table itself. Let me know if you think I'm not understanding the layout of the tables and where the fields pull info from but the "Edit Contact" pop up screen under the "Edit Leads" link in Leads ...
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I'm trying to upload a 6mb file via the MethodAPIUpdateFile method and getting back this error message:
"There was an exception running the extensions specified in the config file. ---> Maximum request length exceeded."
Doing some googling this appears to be related to a setting in ASP.net called maxRequestLength ...
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Chrome works much better. Thanks.
Now I have made my edit to the CRM_Contacts screen to add the checkbox right under the Billing and Marketing opt out check boxes. I see under "view" that it is where I want it but when I go to a lead and select Edit Contact the checkbox is not in there. I also added the ...
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Awesome! Glad to hear you're up and running
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Scratch that, I just got it working! After I repaired the linked field, I just added Activity > County in Report Designer and it worked. Thanks!
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I created my custom field in the Customer table as well. Did you delete your linked field then re-add it to point to the Entity table?
- Ashur
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I followed your instructions to the letter, and I made a fresh copy of WorkOrderV3, and it's still not working. Could it be that my custom field was added to the wrong table in the first place (Customer)? Which table did you create your custom field in when it worked for you?