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I copied the screen from an account where it IS working. In addition to that I've gone in and edited the screen appropriately and it's not working. When I go to the screen the default value is not the one I selected.

On my new opportunities screen I want to change the default value of the Stage field.  I went in to edit the screen, then edited the field, then changed the default value to what I want.  The default value that shows isn't what I chose. It's working in one of my accounts but not in the other.  In fact, I think that I copied ...

I can creat invoice for multiple customer with or with check the box.  Non of them appear in QB. I'm not getting the error message you refer to.

I'm having trouble with invoices.  When I create a new invoice in Method it doesn't show up in Quickbooks.  The customer is a customer in quickbooks and I'm selecting the "to be emailed in quickbooks" box when i create the invoice.

its a custom screen, too

the edit contact screen that pops up is an original screen. the editlead screen that i use, which is updated after clicking save and close from the contact screen, is a custom screen. i customize info under the additional info tab

it just happened again!!! i updated an email address for one of my contacts and she has disaapeared from the company.  she has now appeared under the company i was previously working with (the company that was left "open" in the edit screen)! this time i was able to delete her. but now i have to go back and re-add her to the ...

i updated one of my contacts, clicked save and close, and then it disappeared.  i searched EVERYWHERE and couldn't find her. i thought i must be losing my mind. i re-entered the contact later i was updating another contact, clicked save and close, that contact and company disappeared to.  the company is nowhere to be found in ...

From the Document tab, when I try to change the Folder field I get the following error message: Make sure the field(s) being displayed have not been deleted from the table. If they have please edit this dropdown and remove the fields. When I click on the ... I get another error. If I'm inside an opportunity, for example, uploading a ...

So I imported a file with RecordID and ProbabilityPercent (I'm updating probability percents).  Everything imported properly but in order for my pipeline to calculate properly I have to go into each individual opportunity record and click inside the ProbabilityPercent box.  This defeats the whole purpose of doing a mass update. ...