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  • Returning to correct tablink

    I've created a custom tab with a modified version of the CRMQBO_NewActivity activity screen and CRMQBO_ActivitiesList for some users.  In the ActivitiesList screen I've edited the button GoToEditActivity-DONOTSHOW and changed the Go to Tab Link and Show/Hide Tab Link to reflect the new locations of the screens. ...
    Posted to Method:Classic General Q&A (Forum) by alderby on 02-03-2015
  • Re: Custom Filter View Search not working as intended

    Greg, Thanks for responding.  I figured out my problem.  I had created a field with the identical name in the customer table without linking it to the contacts table.  After I deleted and recreated the linked field it all worked. Alan
    Posted to Method:Classic General Q&A (Forum) by alderby on 09-25-2014
  • Custom Filter View Search not working as intended

    I've added a field to the customer table called RegionCenter and want to be able to search on the field RegionCenter and BillAddressState in the "search existing leads & customers" screen.  I added the two fields to the area "search fields", added the two columns to the table grid and added the filter views for the ...
    Posted to Method:Classic General Q&A (Forum) by alderby on 09-23-2014
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