Search results by user ID 6578

Returning to correct tablink

alderby — Tue, 03 Feb 2015 12:58:22 GMT

I've created a custom tab with a modified version of the CRMQBO_NewActivity activity screen and CRMQBO_ActivitiesList for some users. In the ActivitiesList screen I've edited the button GoToEditActivity-DONOTSHOW and changed the Go to Tab Link and Show/Hide Tab Link to reflect the new locations of the screens. However when the Go Back Link, Save & Back and Complete Save & Back buttons are clicked the user gets returned to the activities tab and not the new tab that I created. Where else do I need to make changes so I get returned to the activities list in the custom tab and not the regular activities tab.?

Many thanks

Alan

Re: Custom Filter View Search not working as intended

alderby — Thu, 25 Sep 2014 06:03:51 GMT

Greg,

Thanks for responding. I figured out my problem. I had created a field with the identical name in the customer table without linking it to the contacts table. After I deleted and recreated the linked field it all worked.

Alan

Custom Filter View Search not working as intended

alderby — Tue, 23 Sep 2014 18:20:06 GMT

I've added a field to the customer table called RegionCenter and want to be able to search on the field RegionCenter and BillAddressState in the "search existing leads & customers" screen. I added the two fields to the area "search fields", added the two columns to the table grid and added the filter views for the two fields. The search for BillAddressState works perfectly but the custom field is not populated with any data even though entries exist in the customer table/field RegionCenter.

What am I missing here? Is there something I need to do to populate this custom field with data in the search grid? Any help will be greatly appreciated because there is a serious lack of documentation on doing any kind of customizations with Method. Many of the Webinar links that appear could answer some of my questions are broken links.

Alan