Method Community

Ok it looks my folks can in fact see the fields I have customized.  All set and thank you!

that was exactly what I was looking for.  I wasn't aware of that Advanced button up there.  Thank you very much works just like I want it to now.

The Edit Customer screen should be the same for all users.  What are the other users seeing?   - Adam

What I would do is click the advance button for the main screen.  In the action set for "onClosePopUp", first use the "Get value from shared Result" to set a local action result to the value of the shared result.  Then use the "Retrieve value from table" to get the value of the fields you need (using the ...

Hi keita,  Make sure that on your CRM_NewLead screen (or CRM_NewCustomer) you dragged your field from the Add Fields section and not the Add Objects section. The Add Fields section will link the field on the screen to the field in the Customer table. The Add Objects section will simply place a blank field on the ...

I can get the correct reocrd id into a shared value. The issue now is that when the pop up screen closes, the shared I need to get the data from the Ship To table in the Sales Order screen. How do I pass control back to the Sales Order screen from the pop-up screen to use the shared result and get the data to popluate the fields. ...

I want to add Account Manager field to Edit Customer page for all users at Two Degrees (my company) but can't see how do this for any account other than my own.  Would be grateful for the assistance.  Does everyone need to customize their own page?  

Yes, it should. I tested this out myself using the Value from Session > Current - Screen Active RecordID and it worked as I thought.  This was why I was confused as to the additional screen and thought that maybe the select link for that screen was missing something.  Either way, as long as you are getting the right value ...

I created a simpler screen with a just a grid. I can use the original screen from that was created with the table. Wouldn't the grid and select button still work the same?

I changed a screen within the new lead and customer tab to reflect two separate field phone entries (phone cell and phone home) when entering data.  The fields and screens have been updated and they show as I expected.  However, when I go to the edit screen for each lead or customer the original fields show on that page ...