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Is there a little more step by step process you can give me for this customization? I understand the concepts of both, but am having trouble following how to get to the items you mention. Would probably be more interested in the second option as I am a novice, but need more instruction.
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Added the time tracker to the Mobile user and set the screen to "Optimize for Mobile Device". When I pull up the screen the timer doesn't appear and there is no way to manually enter the time. How would I edit this to allow the user to enter the time manually on the mobile device?
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When in the Customize tab and the screen tab link the only options are to Publish or Save & Close. What if you are in the screen and you made a change you don't want to save. Is there a way to leave the screen without saving?
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Can you edit the timer so that it only shows hours and minutes on the Time Tracker screen? How?
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when we click on save and new the dial just spins and spins. any suggestions?
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when i click on Go To from the Activities List, I do not get a prompt to "Edit Activity" or "Edit Activity series". Many of my activities are recurring, so i would like that prompt. please tell me how to get that. thanks.
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How do I get the New Activity screen to show me a drop down of customer company names (i.e. the list name in QuickBooks) rather than the contact's name? I added a drop down box for Entity but then the contact info doesn't fill in below.
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On the Activities List, in the grid, i have set it up to allow editing directly in the grid. But I can't edit the comments area and I don't see how to save it once I have edited it.
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When I create an Activity that is marked as an All Day activity, it shows up on the calendar on 2 consecutive days. I want it to show only on the one day. For instance, all day activity created for Nov 23, shows up on Nov 22 and Nov 23.
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the problem is that i don't have an Activities tab. i had copied it to edit it, so I had an Activities tab and my own customized Activities tab. it seemed confusing, so I deleted the Activities tab and it's components. seems like it got rid of all those fields too? how do i get that tab back?
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