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Modify the Create Note form?
Posted: 11 Oct 06 12:15 PM
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fiogf49gjkf0d I'm need to customize the Create Note form, but I can't find it.
All I can find is a reference that Invokes Insert:Note. Is it possible to modify the Create Note form?
Thanks. |
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Re: Modify the Create Note form?
Posted: 11 Oct 06 12:24 PM
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fiogf49gjkf0d Hard coded. Can't modify. In v7 you can modify the activity & history screens, but can't do it in prior versions. |
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Re: Modify the Create Note form?
Posted: 12 Oct 06 12:20 AM
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fiogf49gjkf0d Hi adam,
The Note form is Hard coded you can't modify it. But you want to add some customization then you have to create your own customize form and save data in History table. |
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Re: Modify the Create Note form?
Posted: 13 Oct 06 10:58 AM
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fiogf49gjkf0d Hi,
I have added my own ways to created and Edit notes (Yes, my users like to change history) records and it is really successful. I made it really easy for them and added buttons to the contact and account detail forms. When they call people and get an answering machine, they just plus - V for Voicemail and make other comments... Quick and consistent.
Paul
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Re: Modify the Create Note form?
Posted: 16 Oct 06 5:17 AM
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fiogf49gjkf0d Hi adam,
as swapnil said, she is right.
you can do one more thing just hide main history tab which is provided by saleslogix, and you can provide your own history tab with customize form
and then can use according to your requirements.
but you should be careful about the history table fields which are required.
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Re: Modify the Create Note form?
Posted: 18 Jan 08 3:39 PM
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Is it possible to disable that annoying Contact lookup popup when add new note is selected? Most of the times my users are on the correct contact already and just cancel out of lookup, but it annoys them.
Thanks in advance |
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Re: Modify the Create Note form?
Posted: 18 Jan 08 4:50 PM
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Yes you can, this may be version dependent though.
In version 7.0 and 7.2 you can go to tools\options then click on the Activities tab, then highlight 'To-Do' in the 'Set Defaults Per Activity Type' box, then uncheck Contact underneath 'When Scheduling Prompt for' |
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Re: Modify the Create Note form?
Posted: 18 Jan 08 5:03 PM
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Originally posted by Konstantin Vishnevsky
Is it possible to disable that annoying Contact lookup popup when add new note is selected? Most of the times my users are on the correct contact already and just cancel out of lookup, but it annoys them.
Thanks in advance |
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Yes. I can't remember the exact code, but somewhere on the open of that form it intentionally pops it without first checking to see if it got a contactid passed in. Really annoying. I reported it as a bug to Sage but they gave me back an answer that it is functioning as designed. Hopefully they'll see the light and fix that stupid thing.
-Ryan |
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Re: Modify the Create Note form?
Posted: 18 Jan 08 5:05 PM
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That option is why they say it is functioning as designed. I tried to report that popping of the contact lookup as a defect because if a contactid is passed in to the form (when using a function such as CreateActivity, etc) that it shouldn't pop the lookup because it already has been given a contact. But instead, it just unintelligently pops the lookup *every time* - even if a contactid was passed to it already. Boo.
-Ryan |
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Re: Modify the Create Note form?
Posted: 19 Jan 08 1:17 AM
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| Not to mention that adding a note is technically adding a history item and not an activity, so the setting is completely inappropriate, but that's Sage to a T, atleast it's there, I guess, if undocumented and buried. |
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