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Yup. The problem is back. But I AM using Show/Hide Link....with the Options set to Always Show. That's why it's perplexing.
And why would it work as expected with my login, but not with other non-admin logins?
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Oftentimes we'll use the "Description" field of the line-item section of Sales Orders or Invoices to write info that is not directly related to a line item. For example, we use a third party software which automatically writes shipping info into the Description field of the last empty row of our Invoice line item ...
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This one will drive you crazy. Because in 2 minutes you'll post back saying "it happened again".
Reason: by default the Edit Customer tab link is hidden. So if you create an action that goes to that tab link, you should use the Show/Hide tab link action to make sure that tab link is visible.
Paul
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WTF?
Don't think I did anything but logout/logout again (I do that a lot while I'm customizing anyway) and the Edit Customer tab seems to be showing with the correctly renamed title now.
Next issue....
Thx
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When I'm logged in (I'm the account admin), choosing 'Go To...' on the Customer list screen shows and renames the Edit Customer tab just fine.
When other non-admin users are logged in, clicking 'Go To...' will load the Edit Customer screen just fine, but the tab link title doesn't get renamed. It's just a blank ...
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I guess it's just the nature of data driven applications (from a single source db) with no abstractions in between. It just makes for a very long tail when attempting to customize and change things.
thx
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Hi Blake C,
When you have a dropdown type field in the table, you always have to delete the field if you want break the current link to the current field and relink to a new field within the table.
You should be ok for the Activity, Opportunity, and Case tables, because by default they don't have the SalesRep dropdown unless you want ...
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Sounds like you've got a working solution.
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Hi cpitts,
I wanted to let you know that I am in the process of compiling my response to your post and will have a response shortly.
Ronen
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Hi lvharris,
I did receive your forwards template. I want you to create a test activity and within the activity, check the checkbox for Send an e-mail? and in the To field, type in r.gaisiner@methodintegration.com for that template that your sales person has sent out, and I want to see if I get that same e-mail 16 times. Once I get the e-mail or ...
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