Search
-
Looks as though if users have more tabs than can fit horizontally on the screen, they no longer wrap around, not a huge issue for us since our users only usually have a few tabs available to them. In addition, the blue dropdown box next to the role box will not fully show, it's covered up by the tabs.
-
I am able to populate the screen using a link in the grid. I did want the first grid item to be on the screen when the screen loaded, but using the link is acceptable.
Still, if anyone knows of a solution to my original question, I think that would improve the functionality of the screen.
-
I am trying to figure out the best way to use the lead/CRM status.
Does this make sense?
Leads are open and active when being worked.
If you associate and opportunity with the lead and win the opportunity the lead is converted into a customer and is no longer a lead - it goes away.
If you never get in touch with the lead you change the lead to ...
-
Hi misty2u,
I wanted to provide you with some additional information to my response. To make things a bit easier for you, after you place the new object in the designer screen, you can copy the actions from the original field and place them within the new field.
Here are the steps that you should take:
1. In the new object click on Copy ...
-
Hi misty2u,
The fields that are available on the customized screen designer come from the table that the screen is based from. In order to have the same field duplicated in the designer, you need to create this field in the table which will then appear in the designer. It will appear under the "Add Field" tab where you can add it to the ...
-
I have a grid (customer list) and a section with fields (customer information) on the screen. When the screen loads, I want to populate the section fields with data from the first customer in the grid list. I thought using the action "Set Active Record ID for Screen" would do the trick, but I am not sure how to ...
-
Is there a way in screen design to copy a field and then make changes to your copy?
-
Ronen,
It turns out this was finger trouble on my part, thanks for the quick response.
Rolf
-
Hi Dannas,
We are still looking into this issue. We have received an error message from Intuit Anywhere which allows us to communicate with QuickBooks online.
I will keep you posted once I am able to test this issue and update the forum post when I have more information.
Ronen
-
Hi lpierpont,
1. Does this happen when you log in to the December version?
2. Does this happen when you log in with another user name?
3. Did you make any changes to the roles?
Ronen
|
|
|