CRM Customized Forms Question

Yahoo Archive
1
Hi Sean,

Thanks for your input. I wound up creating a sub process for opportunity quote entry and added it to a customer tracker process calling record to fix the problem.

David Pfiester
Systems Accountant
NuStep, Inc.
Ann Arbor, MI



--- In vantage@yahoogroups.com, "Sean McDaniel" <smcdaniel@...> wrote:
>
> You need to make sure that the menu item that it is calling is updated
> to use your customization.
>
> If you are in developer mode when you do this it will display a popup
> with the menu ID, or if you are already in the quote screen go into Help
> -> About -> System Info -> Software Environment -> Process ID. The
> process ID is also the menu id.
>
> If there isn't a menu id then you need to set up a sub process
> maintenance and a process calling maintenance entry, but I think the
> menu is the problem in this case.
>
>
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
> Of nustepvantage
> Sent: Wednesday, June 09, 2010 7:32 AM
> To: vantage@yahoogroups.com
> Subject: [Vantage] CRM Customized Forms Question
>
>
>
>
>
>
> Hello All,
>
> This question is for those who are using the Vantage CRM module. We are
> currently on 406A. My problem is I have created customizations to the
> Opportunity Quote Entry forms and when a user is in Customer Tracker and
> clicks on Actions and then Create Quote Vantage will bring up an old
> customization or the original base form and not the new customization.
> The correct customization appears when you launch Opportunity Quote
> Entry from the Vantage menu tree or from a quote number in any data
> grid. This does not happen for every user, but just a couple. I have
> tried to fix the problem by deleting temporary xml files, and deleting
> the users favorites to these forms and then recreating them. The problem
> goes away for a while, but then comes back. Has anyone else run into
> this problem before? I'm really pulling my hair out trying to find a
> permanent fix to this problem. Feedback much appreciated!
>
> Thanks,
>
> David Pfiester
> Systems Accountant
> NuStep, Inc.
> Ann Arbor, MI
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
2
Hello All,

This question is for those who are using the Vantage CRM module. We are currently on 406A. My problem is I have created customizations to the Opportunity Quote Entry forms and when a user is in Customer Tracker and clicks on Actions and then Create Quote Vantage will bring up an old customization or the original base form and not the new customization. The correct customization appears when you launch Opportunity Quote Entry from the Vantage menu tree or from a quote number in any data grid. This does not happen for every user, but just a couple. I have tried to fix the problem by deleting temporary xml files, and deleting the users favorites to these forms and then recreating them. The problem goes away for a while, but then comes back. Has anyone else run into this problem before? I'm really pulling my hair out trying to find a permanent fix to this problem. Feedback much appreciated!

Thanks,

David Pfiester
Systems Accountant
NuStep, Inc.
Ann Arbor, MI
3
You need to make sure that the menu item that it is calling is updated
to use your customization.

If you are in developer mode when you do this it will display a popup
with the menu ID, or if you are already in the quote screen go into Help
-> About -> System Info -> Software Environment -> Process ID. The
process ID is also the menu id.

If there isn't a menu id then you need to set up a sub process
maintenance and a process calling maintenance entry, but I think the
menu is the problem in this case.



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of nustepvantage
Sent: Wednesday, June 09, 2010 7:32 AM
To: vantage@yahoogroups.com
Subject: [Vantage] CRM Customized Forms Question






Hello All,

This question is for those who are using the Vantage CRM module. We are
currently on 406A. My problem is I have created customizations to the
Opportunity Quote Entry forms and when a user is in Customer Tracker and
clicks on Actions and then Create Quote Vantage will bring up an old
customization or the original base form and not the new customization.
The correct customization appears when you launch Opportunity Quote
Entry from the Vantage menu tree or from a quote number in any data
grid. This does not happen for every user, but just a couple. I have
tried to fix the problem by deleting temporary xml files, and deleting
the users favorites to these forms and then recreating them. The problem
goes away for a while, but then comes back. Has anyone else run into
this problem before? I'm really pulling my hair out trying to find a
permanent fix to this problem. Feedback much appreciated!

Thanks,

David Pfiester
Systems Accountant
NuStep, Inc.
Ann Arbor, MI





[Non-text portions of this message have been removed]