Search results by user ID 6056

Re: Report Designer - Show last activity instead of all activities

kturner — Wed, 21 May 2014 20:48:31 GMT

Nevermind - I figured it out...

Report Designer - Show last activity instead of all activities

kturner — Wed, 21 May 2014 19:30:42 GMT

In report designer, using the "CRM_CaseList_withActivities" report. I was wondering if there was a way to filter the activites so that it only shows the last activity instead of all the activities.

Kurt

Changing Contact Type

kturner — Tue, 18 Mar 2014 21:53:58 GMT

When in the "Add/Edit Contact" screen, there is not way to change the "Contact Type". Is there any easy way to change that. We have some customer that have 3-4 contacts, but we would like to choose which one post to Quickbooks. Also, when youre adding a second contact to a customer, there is no way to assign it as the "Alt Contact" Does Method automatically assign that or what do I need to do to be able to change this?

Alt Contact from Customer Table

kturner — Fri, 27 Sep 2013 15:23:11 GMT

I have customized a new "Customer List" for my "Customers" tab. Instead of using the "Contacts" table, I am using the "Customers" table. I have done this in order to be able to make changes directly from the Customer List. My only problem is that we still want to be able to search for all contacts not just the primary contacts. It will not show Alt Contacts in this list. At this current time, it is displaying the "Contacts" field from the "Customer" table. What field should I be using from the Customers table to show all contacts?

Re: Dropdown in Grid

kturner — Wed, 31 Jul 2013 22:12:23 GMT

Hi Ben,

Yes I am using the stock screen of CRM_CustomerList. I have made a copy of it to make edits but it is still the original screen. I have since deleted what I have done because it is not in working conditions at this point and dont want my employees using it until I have the dropdowns working properly. Since the CRM_CustomerList is attached to the table "Contacts" I tried to create a field as a dropdrown with reference to the "SalesRep" in the "Contacts" table, but I know now that it wont work that was as that is not tied to the actual customer information. I just dont know how to link it to the customer information. I see there is a "SalesRep" dropdown field in the "Entity" but I am not sure how to pull that into the grid since the "Entity" table is not attached to that screen.

Am I making sense or just blabbing on?

I am sorry, I am still new at this. If there is another forum or webinar that you suggest, please let me know because I couldnt find anything. I have watch 4 or 5 webinars already.

Thanks for the help

Kurt

Dropdown in Grid

kturner — Wed, 31 Jul 2013 19:18:05 GMT

So after making a grid editable, I am trying to make the SalesRep a dropdown. I was able to get the dropdown to show up in the grid with all the Sales Reps initial but if a Sales Rep has already been assigned to a contact, it is not showing up. How do I get the dropdown to automatically populate the current Sales Rep?