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I'm sure this has something to do with the custom screens i created but i am not sure how to fix it. When i click on the "go to" link in the Leads and Contact Lists i get the following error.
"Could not run the 'Go To Tab Link' command, as there was a problem locating the Tab Link 'Edit Lead'. This Tab ...
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that would help if i could save the export. it is something i am going to want to do an a regular basis and would prefer not to have to recreate the export every time.
example. i created a Marketing Period field (1,2 or 3) and will want to pull the #1 list in January, April, July and October. #2 would be ...
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I am looking for a way to export a list that can be used in a mail merge. I need the company information and the mail contact (if there is one). something simple with name, address, city, state, zip and the ability to sort but custom fields (industry/marketing period/etc) would be great.
is there a way to create a saved report or ...
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I talked with Inder and he walked me through getting the new version of the tool (or whatever it took to fix it).
thanks!
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thanks!
the field is there and so far so good. it looks like i can even export/import but haven't had the time for that yet.
your support is awesome.
thanks again!!
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I am unable to add contact or event from gmail. when i click the "add contact" button i get the following error:
"There was an unhandled error processing a request. Please try again. last action=loadaddcontact"
is anyone else able to get the gmail connector to work? is there a fix?
thanks,
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I would like to add a field called "industry" that is a drop down field to the entity table. the goal is to be able to sort leads and customers by their industry designation.
i am having trouble adding the field so that i can access in the leads and customer screens. i also seem to be creating more tables that i think are ...
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i don't see a way to exit the screen customization screen without "save & close"...if i click on a new tab and then go back to customize it returns to the last customization i was working on. how to i close the edit screen without saving my changes?
thanks,
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resolved.
one thing to note, when i hit "next" nothing happened. it would have been nice if it had told me that my field name was not valid (no spaces allowed) before i got to that point.
thanks,
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I have added a custom field to both my leads and customer tables/screens. How do I ensure that a new lead, when converted will push the custom field over to the new customer entity?
thanks,
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