Search results by user ID 6246

Re: Customization Issue

SteveKelly — Tue, 28 Jan 2014 13:55:35 GMT

Thanks Naeem!

Apprecaite your help!

-Steve

Re: Customization Issue

SteveKelly — Thu, 23 Jan 2014 13:51:50 GMT

Naeem -

This drop down impacts the whole grid. When i'm viewing all customers in the customer tab, this drop down changes and sorts all accounts when i change the year classification.

Sorry the images didn't come through. They were there when I dropped them in, but once I posted, they vanished.

-Steve

Re: Customization Issue

SteveKelly — Wed, 22 Jan 2014 20:56:47 GMT

Perhaps these screen shots will be helpful?

This is the drop down:

This is what it looks like when you drop down the menu.

If i click <add new> I can get to a screen like this.

Then I have this.

Any and all help would be greatly appreciated.

Re: Customization Issue

SteveKelly — Wed, 22 Jan 2014 16:09:33 GMT

Naeem -

Thanks for the follow up. It is a filtering drop down. It allows us to change which year we are looking at and then see what the client spent that year. So, yes, we filter with this drop down.

Let me know if you need any more info / clarification.

-Steve

Customization Issue

SteveKelly — Tue, 21 Jan 2014 21:48:45 GMT

We had a customization done where we had a drop down menu for each year (2012, 2013, 2014, etc). This menu is called the classification year. We are in the publishing business and are always working ahead and need to see our clients commitment levels down the road. In late 2013 i'd manually shift this classification to 2014. It would stay set only if I didn't dig into an account. Once I drilled into an account, the year would reset to 2013. I thought it would work itself out when we reached 2014, that is not the case. We are stuck in 2013 and need to have the classificaiton year stay in 2014 w/o having to manually reset it each time I use mehtod. All help is appreciated. -Steve