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Go To Activity link doesn't work

Last post 11-16-2011 4:04 PM by Method_Michael. 3 replies.
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  • 11-16-2011 9:55 AM

    Go To Activity link doesn't work

    Here is the screen shot I am getting.

    Could not run the 'Go To Tab Link' command, as there was a problem locating the Tab Link 'Edit Activity'. This Tab Link may have been deleted, or if you copied the original Screen from another account, you may also need to copy the Screen this Tab Link 'Edit Activity' belongs to as well.

    Additional Information

    Action Sequence Order:6
     

  • 11-16-2011 2:10 PM In reply to

    Re: Go To Activity link doesn't work

    lpierpont,
    Try this:
    1. Click Customize > Tabs.
    2. Scroll down to the Activities tab and click Edit tab links on the right.
    3. Make sure you have a Tab link named Edit Activity and that it is pointing to the CRM_NewActivity screen( or CRMQBO_New Activity screen if using QBO) .
    4. Click Finished Editing Tab Links.
    5. Try again.
    -Michael 

    Michael Melo
    Product Manager
    Method Integration Inc.
    Website: http://www.method.me
    LinkedIn: http://www.linkedin.com/in/MichaelMelo
  • 11-16-2011 2:15 PM In reply to

    Re: Go To Activity link doesn't work

     the problem is that i don't have an Activities tab. i had copied it to edit it, so I had an Activities tab and my own customized Activities tab. it seemed confusing, so I deleted the Activities tab and it's components.  seems like it got rid of all those fields too? how do i get that tab back?

  • 11-16-2011 4:04 PM In reply to

    Re: Go To Activity link doesn't work

    Answer

    lpierpont,

    You will have to recreate the Tab and all the tab links.

    This may help however.

    Below is a list of the setup of how the Activites tab should be, if you are using QuickBooks desktop the difference is that the screen name start with CRM_ instead of CRMQBO_

    Tab: Activities

    Tab Link Name

    Opens Screen

    Show

    Activities Dashboard

    CRMQBO_Home Dashboard

    Unchecked

    Activities List

    CRMQBO_ActivitiesList

    Checked

    New Activity

    CRMQBO_NewActivity

    Checked

    New Task

    CRMQBO_NewActivity

    Checked

    Log Call

    CRMQBO_NewActivity

    Checked

    Edit Activity

    CRMQBO_NewActivity

    Unchecked

    Activity Calendar

    CRMQBO_ActivityCalendar

    Checked

    Activity Reports

    CRMQBO_Leads Reports

    Unchecked

    -Michael

     

    Michael Melo
    Product Manager
    Method Integration Inc.
    Website: http://www.method.me
    LinkedIn: http://www.linkedin.com/in/MichaelMelo
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