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  • Re: mass update to records

    Great. Thank you. What is the key field I need to use in order to update the opportunity table?
    Posted to Method:Classic General Q&A (Forum) by swm023 on 01-20-2012
  • Re: mass update to records

    Customer table. &nbsp;I&#39;m trying to do a mas update to my leads. I also want to do the same for opportunities.
    Posted to Method:Classic General Q&A (Forum) by swm023 on 01-16-2012
  • problems customizing the "customize" tab

    i&#39;m trying to limit access for some of my users to the customize tab. their role is &quot;staff&quot; 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 ...
    Posted to Method:Classic General Q&A (Forum) by swm023 on 01-13-2012
  • custom filter by view

    I&#39;m trying to create a custom filter by view drop down option on the ActivitiesList screen. &nbsp;I understand how to customize screen and I&#39;ve gone in to edit the grid and successfully added a custom option. &nbsp;I&#39;m having trouble figuring out how to create the filter. &nbsp;I want to create a view for activites due on or before ...
    Posted to Method:Classic General Q&A (Forum) by swm023 on 01-13-2012
  • mass update to records

    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. &nbsp;I tried to do that for my leads. &nbsp;I created a file with FirstName and Name (the required fields) and 2 other columns for fields that I wanted to update. &nbsp;Upon updating, ...
    Posted to Method:Classic General Q&A (Forum) by swm023 on 01-13-2012
  • Re: filter leads by location

    nevermind. i figured it out
    Posted to Method:Classic General Q&A (Forum) by swm023 on 01-12-2012
  • Re: can't view webinar on mac

    I successfuly created and added new fields. &nbsp;However, I&#39;d like to add another option to my drop down list. &nbsp;You mentioned that a screen is created where I can do that. &nbsp;I&#39;ve gone to edit that screen and have clicked to edit the grid but can&#39;t seem to see where I can add additional options.
    Posted to Method:Classic General Q&A (Forum) by swm023 on 01-12-2012
  • Re: filter leads by location

    I appreciate your help. &nbsp;What you are saying makes sense. &nbsp;However, I don&#39;t know how to link the fields via the entity table.
    Posted to Method:Classic General Q&A (Forum) by swm023 on 01-12-2012
  • Re: filter leads by location

    Yes, that helps. &nbsp;I was able to successfuly remove a column. I have 2 custom fields that I&#39;ve created and added to my EditLeads page. &nbsp;I&#39;d like have both of those fields as a column on the LeadList (among others) page. &nbsp;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 ...
    Posted to Method:Classic General Q&A (Forum) by swm023 on 01-12-2012
  • Re: filter leads by location

    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&#39;t see any resemblance whatsoever to the actual scrren. &nbsp;I don&#39;t see any of the columns you see on the screen in order to add to or take away. In the middle ...
    Posted to Method:Classic General Q&A (Forum) by swm023 on 01-10-2012
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