05-04-2010 11:38 AM
I have looked for information concerning the following an was not able to get a solution to my problems:
1) When a user is in the Note tab in the Contact Layout, it looks like the user can change the Recod Manager of the person inserting the note. I'm not sure why this would be set as the default because whoever inserts the note should be the one who is recorded as entering the note. Is there a way to make this field unavailable and default to the user entering the note? For example, My Salesperson inserts a note and above the details section there is a drop down list for Record Manager which includes all the Salespeople and Users. So if My Salesperson enters a note they can change the Record Manager to User 1 for example.
2) I have a drop down list with approximately 105 items. Is this list limited to the amount of items you can have in it? When I go to the drop down on the Contact Layout the list begins 11 items down from the top not even allowing me to scroll up to see the addtional items. They are alphabetic and the list begins with c but I don't know why. Any ideas?
3) Also, with regard to lists, is there any way to create subcategories in lists? For example, I may have Main Groups for my list and then single items listed below those Main Items.
My Design Amenities
My New Design
etc. Is ths possible?
4) When I create a secondary contact and press the CTL+H to add History, why can't I see this secondary contact? I want to be able to list my secondary contact as the person I spoke with. How do I do this?
Thank you for your help!
05-04-2010 12:00 PM
05-04-2010 12:00 PM
I have been searching high and low for any instructions on creating a custom list of pre-populated "notes" in the notes tab. We have several people who are writing the same note, multiple times per day. Your comment seemed like you might have found a way? Did I read that right?
Thanks for any help you can provide!