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Hi Deb,
As it's a customized screen Support will not be able to assist.
If you would like you can email me over your company account, and the exact screen name and I can create a copy and look for the issue. I'll follow-up with what information and you can fix it on your live screen.
My email is in my signature.
-- Mortaza
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Recently, I added a couple of new fields to the CRM_NewActivity screen. They are now, however, showing up when you log on in the mobile version. How do I make them appear? Do I need to create a copy of CRM_NewActivity and format it for mobile? How to I make it show up when one is logged into the mobile version, but not in ...
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Thank you, Maureen and Mortaza for your responses. Unfortunately, I have not been able to resolve the issue. I don't see any line that refers to adding to a table or field that I have altered and I don't really want to try changing something to see if it fixes this issue, only to break something else.
Can I call ...
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Also Jason wanted to add:
Export your Contacts table and check the TagList formatting. Make sure it is formatted correctly. I have seen cases where the formatted was changed during customization or an import.
Please look at our Help Center article on TagList to see how the formatting should look.
-- Mortaza
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Hi Mahlon,
No updates as of yet, I'll bring it up with the team again and see if I can get an update - I'll follow up with that information.
-- Mortaza
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Hi Mahlon,
I have put in a feature request for this option, I will update our thread as soon as I hear back from the team.
-- Mortaza
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Hey Fred,
If I understand correctly: you want the series to update occurrences upon save - but not overwrite additional data added to the occurrence manually.
This would be an extremely complicated functional logic to put together and I don't believe this can be accomplished.
We do have in-house Consultants that can look into if ...
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Hey Jason,
On my end they seem to be filtering correctly. For testing purposes I setup a Filter by TagList to test. You can do that on your end by:
In my example I am using a TextInput value on Screen titled 'TAG'
Do your Tags have special characters by any change? Or spaces?
Also in regards to the search accepting partial ...
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Hmm... OK, this was my mistake. I am not sure why, but I was trying to do the import update into the Contacts table and not Customer. I tried a test update on one record into Customer and it worked just fine! Thanks again.
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