I think I'm having a major blond moment. When I look through the Context Menu Maintenance I only have TaskMast.TaskID, TaskSet. TaskSetID, TaskType. TypeCode. I looked under the C's thinking maybe it was under a CRM Task List but it isn't. I double check the name of the acutal menu and it is in fact TaskListEntry but it doesn't show in the Context Menu Maintenance. When I manually enter TaskListEntry it brings up this error "The following application error was encountered:Invalid Context Menu ID (LIKE key), must be in format of Table.Column" This makes sense to me becuase the Task ID could be the quote number or the user ID. I know how to make a like key in a query/dashboard but not in an entry screen. I was able to go in through customization and change the "like" relationships on Key 1 to QuoteHed.QuoteNum but I'm still getting the same error. Any more ideas?
--- In vantage@yahoogroups.com, Mark Wagner <mjfw2003@...> wrote:
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> In Context Menu Maintenance search the menu task list id. Select New Context Menu Item and then add the following EQMN0000 (Quote Management). Call it Quote Entry (or whatever you want to call it) Save it and then go back into task list maintenance, Right click on the Task ID field and you will see Quote Entry on the menu
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> --- On Thu, 5/28/09, emverbeke <emverbeke@...> wrote:
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> From: emverbeke <emverbeke@...>
> Subject: [Vantage] Re: Open with Quote Tracker from Task List
> To: vantage@yahoogroups.com
> Date: Thursday, May 28, 2009, 2:07 PM
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> That sounds like that would work. When I go and look for the menu to add it on there isn't anything that is blatantly obvious for the Task Entry Menu. Any ideas which one it actually is? Or do you know of any good resource on working with the context menus (I didn't find anything in the tools guide). I'm willing to figure it out as long as I have a resource to turn to. Thank you.
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> Emily
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> --- In vantage@yahoogroups .com, Mark Wagner <mjfw2003@ .> wrote:
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> > You can go into context menu maintenance under system/utilities and add that to the menu so when you right click the quote entry/quote search menu displays
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> > --- On Wed, 5/27/09, emverbeke <emverbeke@ ..> wrote:
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> > From: emverbeke <emverbeke@ ..>
> > Subject: [Vantage] Open with Quote Tracker from Task List
> > To: vantage@yahoogroups .com
> > Date: Wednesday, May 27, 2009, 1:06 PM
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> > I don't think I'm missing anything (let me know if I am) but I just discovered that when you're looking at your tasks in the task list you can't do a right click and open with quote tracker or quote entry. How horrible is that! Has anyone put in one of the request for a change on the next upgrade on this? Seems like it would be an easy change. Just wondering. Thanks
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