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Great. Thank you. What is the key field I need to use in order to update the opportunity table?
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Customer table. I'm trying to do a mas update to my leads.
I also want to do the same for opportunities.
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i'm trying to limit access for some of my users to the customize tab.
their role is "staff" and i have made the customize tab accessible for staff.
when i edit the users under step 7 of 10 i select which tab links i want them to have access to.
upon logging in the customize tab is visible but when you click on it the only link ...
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I'm trying to create a custom filter by view drop down option on the ActivitiesList screen. I understand how to customize screen and I've gone in to edit the grid and successfully added a custom option. I'm having trouble figuring out how to create the filter. I want to create a view for activites due on or before ...
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What is the easiest way to do a mass update to leads, opportunites, etc.
I assumed that I could import an excel file with the information that I wasnt to update. I tried to do that for my leads. I created a file with FirstName and Name (the required fields) and 2 other columns for fields that I wanted to update. Upon updating, ...
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nevermind. i figured it out
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I successfuly created and added new fields. However, I'd like to add another option to my drop down list. You mentioned that a screen is created where I can do that. I've gone to edit that screen and have clicked to edit the grid but can't seem to see where I can add additional options.
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I appreciate your help. What you are saying makes sense. However, I don't know how to link the fields via the entity table.
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Yes, that helps. I was able to successfuly remove a column.
I have 2 custom fields that I've created and added to my EditLeads page. I'd like have both of those fields as a column on the LeadList (among others) page. However, they are not showing up as an option to add as a new column.
What do I need to do so I can add ...
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Thanks for your response.
I understand how to edit screens. I have successfully edited a couple of other screens. However, when I get to the screens we are talking about I can't see any resemblance whatsoever to the actual scrren. I don't see any of the columns you see on the screen in order to add to or take away.
In the middle ...
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