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Hi, I have a couple customers entered in twice or even three times due to some mess ups when customers were imported. However some of the duplicates have different information. I am trying to figure out what the best way is to merge the information so I just have one contact with all of the information.
I am wondering if it might be easier to ...
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Unless I'm mistaken, ther doesn't seem anyway to order the Tabs...I can order the screens under the tabs and the tabs under the screens but knw tab layout. I would really like to see this feature added. It wouldn't be that hard (I don't think it would at least, but really what do I know) and it would be really helpful ...
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No, sorry, I meant the Work Order List Screen, where if you click the customer, in the customer part of the grid it actually takes you to the add/edit customer screen with all of the customer's information filled in.
Also, my contracts screen is based off of my contracts table...that I made...err, is that bad? Do you need to know ...
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I created a new screen for all of my company's contracts, but I want to link the customer name back to the actual screen of the customer I clicked on, like how the activity list screen does. I tried to mimic that screen, but I can't link my entity field to fullName only the recordID. What am I not getting?
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