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ach month you should be creating a new list since you'll have new leads and contacts. Yes the easiest way to do this is by customizing the CRM_ListBuilder screen and edit the Fill list with Contacts button. You'll need to add a couple actions which will grab the current date and then subtract it by the amount of days you desire, i.e. 30. ...
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Hi Shane,
There is currently no way to default to SmartVault, and hide the other options. I'll put in a feature request with the team.
- Adam
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I have setup smartvault and when uploading documents I have to choose between uploading to method to smartvault. Is there a way to make smartvault defualt and then hide ability to for a user to choose uploading into method? I want docs to go onto smartvault only with no action from users.
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My appologies Dottie. It is "Replace links to an existing screen". This will replace all of the tab links. Sorry for the mistake.
- Adam
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I do not get an option to replace all tab links when I copy the screen it just asks me to replace the links of an existing screen.
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Hi Dottie,
Even though you replaced the tab link, some actions (like the one in the 'Go to' link in the transactions grid) might be calling the old tab link (ie. the old screen). That would be why the tab link cannot be found. When you are absolutely sure you want to use your new screen going forward, you can create a copy of ...
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When I try to go to an invoice in edit customer transaction section I get a message that the tab link was not found. When I check the tab link in Customer Tab links the invoice screen is assigned to the correct Invoice (2) screen. why would the link be broken?
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Dang. Wasn't aware of that. I certainly didn't want to feel special re: this issue. We never did look at my Method QB Sync. settings yesterday but there's nothing special there, I don't think.
One thing I noticed in my AuditTrail immediately after the record update goes through (the record with blank values) is the message ...
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I send a newsletter each month. Each month I have new leads and contacts. I do not see where I can select the newest non invoicable clients for the export file. The list builder also contains some business contact emails that I must edit out before using the list. do not wish to re-edit them every month. Can I edit the list builder to ...
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Thanks,
Once I rebuilt the listbuilder table, it worked fine.
tom