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Delete Screen

Last post 02-26-2013 1:32 PM by jdibona. 2 replies.
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  • 02-23-2013 11:53 AM

    Delete Screen

    I'm still in the trial period and am slowing moving from my "playing around" status to truly working in the application. Before I knew what I was doing, I apparently copied the CRM_EditCustomer screen to create CRM_EditCustomer(2) and CRM_EditCustomer(3). 

    In trying to clean up un-needed tables and screens, I'm trying to delete these two screens because I'm confident I will not need them. CRM_EditCustomer(3) had some dependencies in CRM_EditCustomer(2) so I had to delete those before I could delete CRM_EditCustomer(3). No problem. I removed the dependencies and now EditCustomer(3) is history.

    However, I'm now receiving a dialog box saying I can't delete the CRM_EditCustomer(2) screen because it has dependent actions in the CRM_EditCampaign screen. Since this isn't a screen I can manually edit, I'm not sure how I managed to make changes to CRM_EditCampaign. I've honestly only messed around with Leads, Contacts and Customers (I think) so I'm really confused.

    Anyhoo, I really just want to delete CRM_EditCustomer(2)... can you help?

  • 02-25-2013 8:45 AM In reply to

    Re: Delete Screen

    Answer

    Hi jdibona,

    First ensure that you're not currently editing a table, if so click Finished Editing Fields. Edit your CRM_EditCustomer(2) screen, click the Advanced button, then click the Click to Remove link. Publish/Save then see if you can delete the screen. If not try regenerating the Customer and Campaign tables. To regenerate a table go to Tables/Fields > locate the name of the table and click on it > then click Finished Editing Fields. See the screenshot below.

    Just curious, have you deleted any stock fields in tables or the tables themselves?

    - Ashur

    Need more help? Ask us about Method consulting services

    Ashur Shamon
    Lead Solutions Specialist, Professional Services
    Method Integration Inc.
    www.method.me
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  • 02-26-2013 1:32 PM In reply to

    Re: Delete Screen

    To my knowledge, I haven't deleted any of the stock fields or tables. I did have a couple of Custom Fields in my QBooks (that I hadn't actually populated for any Customer) that came over to Method and that I deleted.

    I don't see the same Advanced Screen Properties that you show. The last thing on that window for me is the Shortcut Keys drop-down box.

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