Search
-
Any update on this? Perhaps a workaround solution? I'm stuck too long on this and it kind of blocks my whole customization.
At first I whought that CompanyName is not unique because of duplicate entries we have created by importing invoices via API and converting Customers from leads. However if the Company have 2 contacts then it will ...
-
Hi there,
I have added EntityCreatedDate field into a grid on LeadList screen. Now I want to add it on edit lead screen, but I dont have that field in list of available fields on the left hand side. How could I do this?
-
I've solved this. You can ignore/delete my post. Issue was that I've created custom field Notes and mixed it up with Note field. Sorry about this one.
-
Hi there,
I have created a new custom screen based on contacts table. I want it to show Leads with fields:
-Company Name
-Full name
- Notes
I understand that in order to show leads only I need to include IsLeadOnly field and filter by it. I also want to filter the grid to show only entries where note is not ...
-
It is a field in Contacts table I've added. I'm aware that it is blank at start, but I've also run action set to populate it with CompanyName+RecordID. CompanyName is not unique column, I had to add it RecordID in order to relate Contacts with Counties. All the entries in CompanyWithID after running a ...
-
I have sucessfully merged the County with State from my counties list, using character functions as you suggested. Thanks for that one.
I have also done it with CompanyName and RecordID from Contacts table and put results into a third one called "CompanyWithID". When I export the table and search for duplicate entries in this column ...
-
I have edited the shortcut links in my original post, now they show both actions. What I'm trying to do is set up the record ID on invoices imported from third party software via API. I get the bills with line items, dates and everything imported via API, and I want to assign them a ref. number value on import. It could as well be RecordID ...
-
I'll accept it, only if you tell me how? I tried what was logical to me....but all failed. And we must agree that there is no extensive and detailed documentation on MethodCRM.
-
Hi there,
I've created actions for RecordID field. They are as follows:
http://screencast.com/t/QbFaEpZr2
http://screencast.com/t/Hm73U5fZ
You realize that I want to copy RecordID from bills table to be used as RefNumber on the bill itself. When I assign this action set to text change they dont work. When I assign them to ...
-
Hi everyone,
I have a grid for wich I have created few views, but on screen where grid is I don't get a selection dropdown for views. I've searched to find option to enable it or insert but haven't found it. Does anyone know how to do this?
|
|
|