Method Community

Ah yes this makes perfect sense. I am not sure how i got confused on that.  I will test this as soon as I figure out why i no longer see customer data when i click a contact to edit. Not sure what I have done.

Hi GroGreen, It looks like the copy isn't receiving the same security settings as the stock screen. Try changing the security settings of the copy to allow it to be shared both publicly and with guests. --Audisho

Still no luck. MethodSupport User is enabled if you'd like to have a look.

We did customize by hiding some of the fields, but I don't believe we changed the Name field.  I have forwarded this along to my developer to see if she can figure it out.  Thanks for the tips!

Hi GroGreen, I split your post and created a new thread since it was not related to the original post. In the future, please either continue your previous thread or create a new one. I checked on the ticket for this issue and it should be resolved. Can you test this again and post back with your result? --Audisho

Has any progress on this been made? I would really like to use the new web-to-lead form and still can not. I'm in a seasonal business and will be doing marketing in the late winter. I brought up this issue over 4 months ago, is this still a high priority fix?

Hi Audisho, I'm not the original author of this post, but this is related to a problem I am having. I am not able to do any screen level edits. When I do change the default screen, the murl link will no longer work. I get an error that I do not have permission to view the page. I brought this up several months ago here in the form and was ...

Hi Mahlon, We recently addressed and issue with screen re-directs. The issue was forcing users to create a copy of the stock screen in order to make modifications instead of allowing them to modify the current copy. In this scenario, the default name for the copy would have been the name of the stock screen + '(2)' (or '(3)' or ...

Hi Gpeak, Have you done any screen level customization to your web form? The stock web form screen has validation for handling when a customer name is already in the database since the Name field is unique. This validation can be found on the hidden CreateCustomer button's click event. --Audisho

We are testing our Web to Lead form, and our web development company is also a customer so they currently appear in Quickbooks.  When they test the web to lead form with their information, they get the following error: The Click event for Submit failed to complete. Message: *Save Warning: The Customer/Employee/Vendor/OtherName could ...