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Hi Ben Thanks so much for the quick response. I'm trying to puzzle my way around the screens, but it's getting late here in the UK, so I'll pick it up again tomorrow. Just to give you an idea in the meantime, I have created custom versions of CRM_LeadList and CRM_EditLead, both of which have been set up to replace the links from the ...

Hi I have a customised version of CRM_EditLead (and some other screens) so that our sales staff cannot access the Convert to Customer button - I prefer to control when records are sent to QuickBooks. This is in a tab and tab group I have set up to keep our customised screens separate from the standard ones. I have been able to link the ...