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New Contact at top of screen
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How can I get Full Name to Update when a correction is made to the Name field?
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I made a copy of the View Contact screen so I could add some fields.
The link to go to an existing estimate or sales order doesn’t display the record. It brings up the screen to enter a new estimate or sales order.
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During testing a new setup, I usually end up needing to delete some contacts. When deleting a contact you must delete the entity first.
For some contacts, it deletes the entity, but will not let you delete the primary contact. So you end up with orphaned contacts. What is the best way to filter the contact list to exclude orphaned ...
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I'll try it again on another project sometime. Thanks
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The screen is now live in working for the client.I don't really have time to do extra research. I could give you the account id offline if you want to loginand take a look.
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The end of the action set takes you to a new screen with same record id. This did not work
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Here is what it looks like
Here is the source code
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Try accessing the activity through the opportunity.