Search results by user ID 6816

Is there a way to pick multiple items in a drop down field

Lex — Mon, 06 Jul 2015 18:39:09 GMT

There are several customized drop down fields I have made, but I want to be able to select more than one option from the drop down list I have created. Is this possible in method? If so, how do I edit my drop down fields to allow that?

Thanks!

How to hide (not delete) a tab entirely

Lex — Mon, 06 Jul 2015 18:37:06 GMT

I'm wanting to hide a few tabs that are not relevant to our needs but am not sure where to do that. I've gone to customization and selected "Edit Table" where the only option I see is to delete the table. How do i go about hiding it (example: I want to hide the credit memo's tab under customers)

Thanks!

Re: Make a new field directly on screen vs table

Lex — Thu, 25 Jun 2015 21:13:28 GMT

Hi Audisho,

I'm not trying to add it to a table, but that's they only place I know how to add a dropdown item. My goal is to add a dropdown to a screen. The screen I am try to add it to is the "New Lead" Screen under the lead's tab.

Make a new field directly on screen vs table

Lex — Thu, 25 Jun 2015 19:45:39 GMT

I want to create a few dropdown fields on a customized screen we have. I know how to make drop down fields on a TABLE but I can't figure out how to get the dropdown item I made in a table to show up as an option to add to a SCREEN. I tried looking for aspects of the SCREEN to be listed somewhere in the TABLE list but I can't find any.

I know when you edit a SCREEN there is an option to add a dropdown item but the steps to go through setting one up are very different than creating one in a TABLE and I don't understand why.

Can someone tell me how to create and ad a dropdown item in a SCREEN similar to how its done in a TABLE?

Thanks!