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OK, makes sense. It's another way to work. My clients always keep the next step on the followup activity. We customized to let them update comments when scheduling a followup. That way from the activity list they can see exactly what needs to be done to keep things moving forward. So basically it's just a text box that is not ...

I had a client complain that since the new release, the grid location is no longer retained when coming back to a screen. Before they said the row on the grid would be highlighted and when returning you could easily identify the row you had been on. Now it takes you to the top of the screen which can be really unhandy, especially if showing ...

Hey Mahlon, The next step field is standard field in most CRMs to provide a quick way for a sales manager to see the next step to close this deal. Very much a sales focused feature to keep the sales team constantly asking the next thing they need to do to close this opportunity. Activities is more for externally communicating with customers and ...

Great tip Thanks. Quick question, I created two new sections to house the separate grids but I got a dialog when I tried to move the new sections.  After I told it not to display after every time I moved the section, or whatever it said, I cannot move or delete my new sections. I logged out and in again and my screen still has locked the ...

I had to create a copy of the view activity screen and make some updates.  I copied the status text label and renamed it to Sale Rep. Notice the obvious font size difference. Both are set to regular. I tried changing the font size and nothing seems to help.

Hey Rob, You cannot hide the grid it self but you can hide a seperate section with the grid in it. Just create a new section and then move the grid into that section and you will be able to hide it. -- Loi

This post was really great up until I tried to show/hide the two grids.  Mortaza says to: "add a Show/Hide Field/Object Action hiding Stock EstimateLine Grid ".   I could not find the selection in the Show/Hide Field/Object Action to select an entire grid to show or hide.  I can only see the fields ...

Grid row click too sensitive around check box area. If the row accidentally gets clicked and it takes you to another screen, the force refresh of the grid when you come back clears all the checkboxes.  

Grid column actions don't work unless row is checked

I have a client who signs into method with Google. For the last week they are getting this pop up. They can click allow, but they still get the message every time. And suggestions?