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No luck - same message. Very strange and starting to become really frustrating. I appreciate your help, and really want this to work, but I can't afford to keep spinning my wheels - too much to do.
Here's what my screen looks like -
Integration Tools menu >> Import / Export ...
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Very strange. I dont remember doing anything to check it and yea it was checked. It works. Thanks
John M
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John-
Do you know if you checked the box for app specific for the Work Order activity type? This can be changed by clicking ... on the Type drop down. If it is checked uncheck it.
-Michael
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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