Search results by user ID 4760

Re: How Can I Delete an Activity Type?

d.weigle — Sat, 07 Jul 2012 18:35:29 GMT

Um, what happens if I figured out how to do the deletion before you replied and I DID delete the one that came with Method? Possibly my Outlook appointments won't sync up correctly? And how do I fix it now?

Never mind. After a couple hours of fiddling around, I seemed to have fixed it. Not sure how, but it seems to be working.

How Can I Delete an Activity Type?

d.weigle — Sat, 07 Jul 2012 18:14:02 GMT

I somehow ended up with two entries for "Meeting" in my Activity Types. How can I delete one of them?

Re: Not Seeing "Follow-Up Comments" Field When Scheduling a Follow-Up

d.weigle — Thu, 05 Jul 2012 23:00:48 GMT

This was a pretty useful field - especially if you're assigning the followup to someone else. Maybe you'll decide to put it back, but not require it to be filled in?

Re: Not Seeing "Follow-Up Comments" Field When Scheduling a Follow-Up

d.weigle — Wed, 04 Jul 2012 22:30:45 GMT

I’m confused. I watched the webinar on the Outlook plug-in, and it’s very clear that there is a field for follow-up comments. In fact, in the webinar, it is specifically stated and shown that you cannot select “Follow-up” and then not fill in the follow-up comments. Did this change in a later version after the demo?

Not Seeing "Follow-Up Comments" Field When Scheduling a Follow-Up

d.weigle — Wed, 04 Jul 2012 18:01:31 GMT

When I schedule a follow-up to an activity, I'm not seeing the field to enter follow-up comments. This is also true when Adding an Activity from Outlook - no field for follow-up comments. Any ideas what the problem could be?

Re: Opportunity Stage Order Not Working as Expected

d.weigle — Mon, 07 May 2012 20:57:29 GMT

Then what is the purpose of the Stage Order field?

Opportunity Stage Order Not Working as Expected

d.weigle — Mon, 07 May 2012 18:56:09 GMT

I'm editing my existing opportunity stages on the New/Edit Opportunities screen. I'm setting a numeric value in the Stage Order field so that the stages will appear in the order I want them. But regardless of how I set the numeric, the Stages appear on the dropdown in alphabetical order. Any suggestions?

Tab Key Navigates to the Wrong Field

d.weigle — Wed, 30 Nov 2011 01:21:23 GMT

I just added a "Website Address" field to the New Lead screen. It's located right under the existing "Email" field. I also added a Picture object in front of it that takes the user to the website address.

The problem is that after entering a name in the "Lead Name" field, tab takes the user directly to Picture object, then to the Website Address field, then back to the 2nd field "Company Name", instead of navigating through the fields in conventional order. How do I fix this?

Re: How Can I Tell What Table a Screen is Based on?

d.weigle — Tue, 29 Nov 2011 02:42:51 GMT

Oh, look at this little gem I just found in a different post:

Yes, it is possible for you to see which table a screen is based off of. All you need to do is to go to Customize > Screen, select edit for the screen in question then right click in the design area of the screen. A little box will appear and you'll have the option to "Show Summary" - here all the information about that screen is listed. This is a really neat new feature we added, it helps so much when you are trying to do customization.

How Can I Tell What Table a Screen is Based on?

d.weigle — Mon, 28 Nov 2011 23:33:39 GMT

How do I know what the main table for a screen is (other than if I happen to recognized the fields from the field list)?