10
When in a Client Call we type in a number in the Facility field that associates to an account, for some reason it is defaulting a client call view and not the active accounts view.
This is what shows up:
How do I set it to always use the Active Accounts view.
Not sure what you mean, Go to lookup field properties? I have never seen the screen you have pictured. Also no one else would have added a custom view, as I am the only admin, and I did not add it. This was working previously and nothing has changed in the system. Thinking maybe trying a system restart.
HI,
Go to lookup field properties and select the Default views which you want to display.
Also check in your code may be someone added custom view using JavaScript "addCustomView" method. You can comment out JS code and then select views from lookup property.
Hi,
If you are not passing defaultViewId in Url then pass it DefaultViewId(Guid of Active account) . But if you already pass that DefaultViewId then Check that ViewId you pass it might be Guid of DL -Client Service Guid .
Check this link :
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,280
Super User 2024 Season 2
#2
Martin Dráb
230,235
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (