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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. ...
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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
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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 ...
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