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its a custom screen, too

Hi smohyee,  The Green Search button in the editor is located at the top right hand side in the editor to the right of the Existing Customer Contacts List label object.  The Green New Customer button is located at the Footer Section in the design screen.  I hope that this helps.  Ronen  

I'm looking at making a dashboard consisting of the common functions and views that different people in my company would typically need. Talking buttons, and lists of stuff from many different tables in Method... For sales, I'm looking at creating sections for Estimates and Sales Orders with buttons/links to new Estimates and SOs along ...

Paul, I think you're talking about the same thing you mentioned in the post I linked: "BTW - there's an extra trick for you.  If you scroll to the BOTTOM of the list of events in the Copy From list, you'll see that very last option will allow you to select to import actions from any other button in any other screen.  We ...

Agreed.....we don't make that obvious. But scroll to the bottom of that list......and check out the last option. :) Paul

Paul helped me out here with info on how to copy action lists from the same screen. But what if I have an action list on one screen that will be very similar to an action list I want to create on another screen? Any way to copy it over?

Ronen, I edited my "Edit Customer" screen and my "Customer List" screen so they all show up in the same tab. Everything is going smoothly as far as the tab and its list of screen names are concerned. Thanks!   I have a separate but related question: In trying to edit the various links to other screens in the ...

Hi swm023,  Can you tell me if the Leads and Contacts List is an original screen or not? I want to narrow down the root cause of this issue and go from there. Once I have that information, I can dig a bit further.  Ronen

the edit contact screen that pops up is an original screen. the editlead screen that i use, which is updated after clicking save and close from the contact screen, is a custom screen. i customize info under the additional info tab

Hi smohyee, Let me know if this issue is still happening after you link to a new tab link within the Lists tab. It should link properly to the new tab link and won`t displace the Items tab link in the Lists tab.  I hope that helped.  Ronen