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I see now, the filter is actually "Shared ACTIVE Activities . . . " The hidden activities are marked completed.
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Sorry,
Activities>New Activities Screen> Type> the work order feature is missing. It was there two weeks ago.
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John-
What do you mean exactly? What screen are you looking at? The activities list screen or the new/edit activity screen?
-Michael
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Greetings,
Was Danny playing around with the activities screen again? Under type, the work order feature is missing. [:'(]
John M
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Thank you< I will give those a try.
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bbullins-
[quote user="bbullins"]1) I would like to be able to add a few fields to
the new lead screen. For example I would want to add a new field called Product
and it would be a dropdown with a list of manufacturers to select from.
The next box would be product with a dropdown showing product types and the
last just a blank ...
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Tom-
It should work for 1000 records.
To import using clipboard for option 1 of import/exporting select Import into a table from the clipboard.
-Michael
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1) I would like to be able to add a few fields to
the new lead screen. For example I would want to add a new field called Product
and it would be a dropdown with a list of manufacturers to select from.
The next box would be product with a dropdown showing product types and the
last just a blank field for Quantity. I have figured out ...
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pdirect-
What is the status of the Activities that are on or before today (In particular the Status Type which can be found by editing your activities statuses)?.
There is a filter to only show activites that have an activity status type of pending.
-Michael
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There's nothing different to my knowledge about this csv file.
How do you import from the clipboard?
If it works, do you see any issue doing so with a much larger file (1000 entries instead of 4)? I ask because this is simply a test to make sure I have the file set up properly. It if does, I need to import the same data from the ...