Method Community

We have a text box right now where the field only accepts round numbers without decimal places. When editing, in step 4 of 5 Numeric Field Formatting, we have Decimal places: 2. Doesn't seem to work for us. What else do we need to do so that this text box can handle decimal places? Thanks.

Closed.  I have it fixed.  I had a refresh grid action in there that must have been looping continuously.

I have successfully created a portal for my vendor.  It's one simple tab with a grid they CANNOT edit.  It appears to load the data just fine.  But, the little "working" spinner in the middle of the screen doesn't stop spinning. Thoughts?

From the Opportunity List Screen when I click on the next activity it takes me to a new activity instead of the next activity.

Sorry, didn't know that would regenerate.  Got it and it's working beautifully.

Shawn- This should now be resolved what i did was regenerate the table for Vendor and Opportunity (This is done by clicking Edit Fields… for those tables and then Finished Editing Fields. -Michael

Hi Shawn- I just tried it to and it worked in my account. If you enable MethodSupport (Customize > Users) and email me your account name I can take a look at why you are getting that error message. -Michael

If I ignore that error and proceed, when I get to step 4, I get it again.  If I ignore there, all my dropdown options are NULL.

I actually tried that too and again this morning after your suggestion.  I added a dropdown field to the Opportunity table called Vendor with Field:FullName.  Then editing the CRMQBO_EditOpportunity_GPS screen, I added the filed to the layout.  When I click on Edit for that field to add filters, actions, etc. I get the following ...

JKM@SA- These screens come with the New CRM and by default are in the CRM tab group(The tab group that is currently displayed is changed by using the drop down on the top right of the screen). -Michael