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Hello Cameron222,
Here's my answer. In order to achieve this, first create a Standard Web-to-lead form, and then on step 8 of 9: Edit Field Description, look for the formulas for Customer-Contact. Copy the formula and you can use this formula for populating First name and last name in your desired field. In the last line of the formula ...
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Hello Jim,
Here's my answer. First of all Duration is displayed in "minutes" and as you mentioned that activity you set is a future activity that is why the negative duration represent the minutes left to do the Activity. For eg. if it is showing -60 under duration column it means you have an activity due in 60 ...
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Hello Blake C,
I am glad to inform you that the issue has been fixed, please test it on your end and let me know if there is any issue. We have test it on our end and it is working fine.
Have a great day!
-Inder
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I am glad it is working for you. Let me know.
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Hello industrialrobotix,
Here's my answer. As far as global search is concerned in the current version of method it is not possible. This feature was also requested before by few other users. With that being said, there is certainly a possibilty of implementing that in the future version.
Thanks for your ...
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You are welcome. I would suggest to add one more column, basically right now you are working with three cells in each row, once you expand it to 4 cells it should work fine. Test it and let me know the result.
-Inder
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Hello giseburt,
Here's my answer. It is possible, but it will require a bit of customization. Firstly, you have to copy New Activity screen and click on edit. Once you are in edit mode, you can add a grid to the Recent History section based on the DocumentLibraryLink table. Once the grid is created you have to assign ...
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Hello giseburt,
Here's my answer. I tried to replicate the issue on my end and it is working fine. There was no negative duration and Activity staus was not completed. Can you please provide me the full screen shot so I can look into that.
-Inder
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Hello DaviD,
Here's my answer. As you mentioned that you are using Quotes tablink for both Customers and Lead Tab, can you please confirm that if you are using two diiferent screens for both the Quotes tablink. If you are using two different screens, I would suggest to check the actions for Generate Report on both screen, there ...
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Hello DavidD,
Here's my answer. Can you please confirm, what type of transaction(estimate, invoice?) it is? Can you please provide a full screenshot, so we can check what exactly might be the issue. Did you customize your screen or it is happening on the default screen?
-Inder
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