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Sorry to be so dense. I have done what you said above and am on the right screen for the dropdown. But going through all the different menus I still cannot see my dropdown choices or even a place to edit them. Can you pick up where youleft off above and give a little more info. Thanks
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I have a drop down list that I cannot figure out how to go back and edit items on the list. I need to essentially go back and edit some of the things on the list. But I cannot find where I do that. When I go to table and field I do not see the list and when I go to to the field on my screen I do not see the list. ...
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Blake C that is what I eneded up doing. Would be nice to hide but works in accomplishing my main goal in keeping users from altering field.
Thanks
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I have been in process of doing a bunch of customization and need certain fields hidden as they need to be read only for admin. In method gives you option to do so. But it does not seem to work. I just noticed this "(Note: although you can set the view permissions for this control, this is not yet fully functional, but will be ...
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One other question that regard. When using google gadget and a document has an attachment. Is there a way to make sure that doc goes to smartvault via the gadget? Right now it looks like just will go via an activity into method which again could cause a storage problem and defeats purpose of having ...
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Thanks
If have alot of users that becomes very important. As you can tell people to upload to smartvault only but it will not always happen and could create cap limits to kick in in method.
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I have setup smartvault and when uploading documents I have to choose between uploading to method to smartvault. Is there a way to make smartvault defualt and then hide ability to for a user to choose uploading into method? I want docs to go onto smartvault only with no action from users.
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Can the "payment and info" tab located on customer screen be copied or linked to invoice screen (so can be seen in both places)? That way when a customer calls in we can just take order and enter credit card details etc on invoice screen.
I am wanting that actual tab if possible that way if update ...
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Regarding storage space does each contact, activity, email, etc count against storage space? If so how much does each one of those typically take up? I realize it is probably very small since text file but we have quite a few records with alot of activity on our accounts and I do not want to run into storage cap issues. We will ...
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