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You'll either need to change your role to admin or add your role to the tablink in order to view it.
- Adam
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jvandelicht,
And you have the Admin role correct? That may be why you don't have access.
- Adam
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Jvandelicht,
The only other area of the system that may block access is if your role does not have access to the Screens tablink in the Customize tab. You can go to Customize > Tabs > Customize and make sure your role has access.
If this doesn't work, you can turn on MethodSupport by going to Customize > Users and making sure the ...
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Hi jvandelicht,
The administrator will have to go to Customize > Users and edit your user. What they will be looking for is Step 7 in the Edit User wizard:
He'll need to enable Screens in the second section, and of course any other areas in those two tabs he wants to give you access to.
Hope this helps,
- Adam
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Hi Lance,
There is nothing new to report on this. You're options are the API and the Import/Export tool. If I learn more, I'll be sure to post here.
- Adam
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Hi Jason,
Actually, some of what you are looking for can be automated. When a sales rep creates a sales order, you can put actions on the save button that also creates an activity for the Accountant and even email them the activity notification.
Then, when an invoice is paid, you can also create another activity for Shipping to box the item, and ...
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Hi Mike,
There are a few things I would check.
For the blank popup, have you made sure the ActiveRecordID is set when the popup loads? I'm wondering is there's an issue with how the recordID is being loaded when the screen loads. Using the stock CRM_NewActivity screen as an example, there are conditional statements that check for ...
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Ben, & Kevin,
I've sent an email to you and created a case.
Thanks,
- Adam
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Hi Meghan,
Do you have a table also named EventType? If so, I'd also regenerate that table as well. If this doesn't solve the issue, feel free to email me the Method account name and enable MethodSupport on the account. I can take a look and see what the issue might be.
To enable MethodSupport, go to Customize > Users and make sure ...
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Ben,
If you've completed a full sync since installing the beta engine, you should see the new fields and tables. Could you enable MethodSupport and email me the company account? I can take a look and try to find them.
- Adam
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