I created a customization for Opportunity / Quote Entry. When the customized form opens, it opens on the last tab that I customized instead of on the Summary tab.
Is there a way to fix my customization so the Summary tab is the tab that displays when the form is opened?
If you change something with the layout(doesn’t matter what, but something has to change to fire the save) then make sure you have what you want tab you want showing, you can then go to layouts and save as default. usually that works.
Are you referring to when editing the Customization? I can get the Save to
trigger, but I can’t find Layouts > Save As Default.
Travis L. McMullen
ERP Specialist**ComSonics, Inc.
540-434-5965 / mobile - 540-435-1920
This is the menu that I was thinking out. However, the base layouts must only be in dashboards (I got mixed up I guess), not normal forms. This option shown below will for for personalization for sure, and maybe for customization. Get the layout the way you want, save the layout, then re-open the customization dialogue and save there again. It doesn’t always work, but I have gotten it to stick before.
