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Getting a little frustrated with this now. What I tried to do is create an additional tab in new leads called industry source basically just like the tab thats there for lead source.

copied all the screens that I think are require for the new industry section (shows up but without at this time the buttons for drop down and screen pop up) will have to find out how to chages these.

My main problem at this time is on the lead source where both these buttons worked the drop down works fine and we can pick and choose but the screen pop up section does not work now and staes "could not run the show screen in popup etc.

At this time it seems that it wants to look for a popup in the newly created CRM_opportunity Industry List that I created not the original opportunity lead list that it should be looking at.

I also get the message Action Sequence Order 1

It worked for a while when I made the original changes and I am not sure what I done to have it not work now

From what I can figure out it should look for the Opportunity Lead List for this and not the newly created Industry list.

Checked out sequence order in the new industry list but this to me is not the problem but in the new lead section I created to add the industry list to.

Thanks,

Jerry

Hello Jerry,

I'm a little confused here, what event is causing the 'Action Sequence Order 1' message to appear (e.g. clicking Save)? What is the first action listed for that field/object? That is the source of the problem.

I understand you want to include a custom field on the New Lead screen called Industry Source but what more are you looking to do with it, what is your end goal?

- Ashur

Jerry,

From the screenshots you sent me, it looks like all you need to do is edit the Lead Source field on your New Lead screen, then edit the first action in the Add New event, and select the correct screen to point to.

- Ashur

Just sent you some screen shots to explain.

Jerry

just as confused as before if I am in my new lead screen and edit the lead source area where is this done I dont see anywhere where it states this othere then lead source via lead source show and that to me states to look there

1) Edit your New Lead screen, find the Lead Source field and edit that as well.

2) Go to Step 2 and select the Add New event.

3) Then edit the first action and change the screen it points to.

If you're still having trouble getting there or understanding what you need to do then I strongly suggest you watch our Customization Webinars.

- Ashur

Jerry,

Follow the same steps listed above but this time for the Button Click event. That should get it working for you.

- Ashur