Search results by user ID 5923

Text/SMS Alerts

keita — Fri, 29 Mar 2013 20:21:19 GMT

I am the administrator and was able to trigger my SMS alerts to work. However, I cannot get it to work for a person with staff permissions. What am I missing, have customized users and the activity table?

Re: Phone fields

keita — Fri, 29 Mar 2013 14:38:05 GMT

Ashur,

Wow - the steps are very clear now. I have administrator rights for all except Q-books, which my manager maintains. That was missing component. Where do I find retrieve value from table and other action buttons.

Re: Phone fields

keita — Thu, 28 Mar 2013 21:04:56 GMT

Yes, the error displays when attempting to access a customer record - edit.

-These new fields were created on the screen and in the table. The new customer table field names added are Phone 1, phone 2, and phone 3 with no required fields.

-On the screen the names are Phone (o), Phone (c), Phone (h). Data was originally entered in new customer list as Phone and AltPhone fields. The error is showing on the customer edit screen after a name is selected. Old data entered is not transferring to new fields; Phone (o),(c), or (h). We want to have 3 different lines for various phone numbers.

-Your system has defaulted field names e.g. phone, altphone which cannot be deleted.

-If I build my own tables the existing data input will only transfer to the new fields that are an exact match from the old fields. Thus I would have to build a new table for each screen that would retrieve three phone number lines.

Phone fields

keita — Thu, 28 Mar 2013 17:05:55 GMT

I created new fields, Phone 1, Phone 2, and Phone 3 for leads and customers and edits for both. Because phone numbers were previously entered in the phone or altphone fields they will not flow over into the new fields phone1,2, and 3 that I created. When I go to tables to edit/remove original phone and altphone field it appears that those are Method's default fields and cannot be removed. Is there a way to alleviate this problem, getting this screen:

Error Setting Active Record ID. Could not find the following fields: 'Phone3'. 'Phone2'. 'Phone1'.. You may have to perform one of the following. 1. Edit this screen and delete the field(s) from the screen as they are no longer in the table this screen represents. 2. Edit the table this screen is based from and verify the field(s) exist.

Updating data from screen modification to table

keita — Wed, 27 Mar 2013 19:52:02 GMT

I changed a screen within the new lead and customer tab to reflect two separate field phone entries (phone cell and phone home) when entering data. The fields and screens have been updated and they show as I expected.

However, when I go to the edit screen for each lead or customer the original fields show on that page because I did not change the edit screens. How do I get the information in the customer and lead table to flow into those fields? During original entries phone numbers were entered into various fields, alternate contact, alternate phone.

Editing existing screens

keita — Wed, 27 Mar 2013 17:26:03 GMT

Not sure abt the function of a pop up screen. I need to replace a screen with updated info from method's default screen (changed three tabs) and have saved the screen as CRMnewlead(2). Can I replace this new edited screen with the existing screen under the new method tab? Or do I need to create a new table and add all fields from scratch?