I am new to Method, and I am encountering an error when trying to customize the NewActivity screen. Under the Customize Tab, in the Screens Tab Link, I have copied the default CRM_NewActivity screen. I then added a section titled Processing Flow (Fig 1 & 2). With changing nothing else, I published the screen, but the resulting screen showed ONLY the new Processing Flow section, and nothing else (Fig 3). Ultimately, I want to add a new linked Contact field in this section where I can put the contact-specific instructions for our staff to copy/paste when they create a new activity.
Is there something that I am missing, or a reason that I cannot add a new tabbed section to show up along with Recent History?
Fig1
- Custom NewActivity Screen
Fig2
- Section Properties
Fig3
- Custom NewActivity Screen Result