Search results by user ID 6229

Next Activity not showing on customer screen

mmcgrath — Tue, 21 Jan 2014 20:30:54 GMT

The Next Activity is not updating on my Customer Screen. I checked the Activity types and they seem to be linked to the appropriate status. But it is still not updating. Could it be that I created a custom customer screen? If so, how do I correct, if not, what other possibilites are there?

Re: Adding Title to Contact on New Lead Screen

mmcgrath — Thu, 09 Jan 2014 14:41:39 GMT

Thanks Ben,

That's what I assumed. Is there a way to link the Title field so that it will show up on the New Lead Screen? Or is this not possible.

Thanks

Adding Title to Contact on New Lead Screen

mmcgrath — Wed, 08 Jan 2014 23:28:38 GMT

I'm trying to add Title to the contact information that is taken from a new lead. But when I try to customize the New Lead screen, I don't see the option to add the Contact Title field.