Method Community

We are in the process of uploading thousands of potential leads. We want to make it so the screen CRM_LeadList shows some of the new categories we added to CRM_EditLead. For example, several hundred leads are from one source, and while we are able to get that source to appear in the CRM_EditLead screen, we cannot get that to appear in the ...

Blake, I was also having a sync error with unit of measure... I have come to conclusion I do not like UOM. I finally ended up adding a linked field to the item table for the base abbrevitation...my conflict error went away for this.   So....which approach is more efficient for searching; usage, etc or does it matter... doing a lookup for ...

Shelley - glad to hear it worked.   Not sure what was wrong.....republishing the screen is like restarting your computer.....it's the first thing I try before troubleshooting any further. Just to be safe, I'll run a utility that regenerates all your screens.  It's at 34% right now, and should be done in a couple ...

Paul, Great suggestion. Save is working now. We do have custom screens and republishing fixed the problem. Do you have any thoughts on what may be causing this? I am the only person who can publish a screen. I would prefer to avoid the problem in the future in case I am not available to fix it right away.

 Perfect, Thanks!

I got the new CRM_EditLead screen created and I can see what you mean about dragging and dropping.  However, how do I get the new field I created--LeadStage--into the toolbox on the left so that I can drag and drop it onto my screen?  

Hola Method, So this has to do with adding contacts to customers that already exist. The only way I know how to do this currently is by going into the customer list, editing the customer of choice, then going to the "contacts" tab and adding a new contact.  But what about the various other screens that refer to contact info, ie ...

 Andy- If you edit the actions associated with the drop down causing the issue, you will most likely see that action 20 is an End loop through grid instead of an End Loop through table, change it to be End loop through table and it should most likely fix this issue. -Michael

 LAppeal- The issue here is the format string for the labels. Click on the label that you want to format and you should see '>' appear just above it, click on it. Click ... next to Format string and select the appropriate format. -Michael

 Dan_AA, To actually see the new fields that you add, you will have to customize the screen and add the fields onto it. Go to Customize > Screen and edit the CRM_EditLead screen. In the designer you should see the new fields you added on the left and you should be able to drag them onto the screen. When you go to edit the CRM_EditLead ...