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Member Since 10 Jul 2018
Offline Last Active Nov 14 2018 04:06 PM

Posts I've Made

In Topic: How to apply Security Fixes

14 November 2018 - 03:34 PM

Thanks for replying.

In Topic: Auto fill fiels in Custom Modules

02 November 2018 - 04:23 PM

Eugene:  I tried some stuff. I'm always trying stuff to solve my problems. This is on a Newly created model (date of my last message).


All these actions with only the Create Customer Information module open.


1. Removed the lookup field from the form.  Enter some data >> Create::  Name cannot be blank.

2.  Added a"First Name" and "Last Name" fields with Lookup Field removed:  Enter some data >> Create: Name cannot be blank

3.  Added a"First Name" and "Last Name" fields with Lookup Field present: Enter some data>> Create: Name cannot be blank


Something is truly funky

 Is there anyway to escalate this thread?  Some boards have a button that allow forums to get onto the top of the pile.

In Topic: Auto fill fiels in Custom Modules

01 November 2018 - 04:20 PM

Eugene:  I redid everything.  Reinstalled V 6.9 (latest version on Softlacious). Updated to V 7.  Reinstalled my two custom modules (I had exported them) and created a custom Contacts module by modified & saving (under a different name) the Default .Contact module.  There are no required fields in any of the three modules. 


I created a contact using custom contact module (corrected the resulting error - had to add the visibility field).  Created the contact a second time with success. 

Opened my Create Customer Info module. Entered the contact name in the lookup field - the contact was found.  I'm on a roll. 

Entered some data into the Create Customer Info module and hit Create.


I received the Name is blank error.  


I cut and paste the contact name into "Full Name"  field on the Create Customer Info module. Create and received the error.  Checked all 3 three modules (using the Manage Fields Tool) to make sure there were no required fields - there were no required fields.


I'm open to any suggestions.

In Topic: View Multiple Modules

01 November 2018 - 08:45 AM

Attila: This a good suggestion. I never would have thought of something like this.  The power community is so important.

In Topic: Auto fill fiels in Custom Modules

30 October 2018 - 09:33 AM

Eugene;  Your answers are never too long and are always ways helpful.. You are able to ferret out the gist of what I an asking even when I do not know to properly ask the question.   I accept your gracious offer of helping to set up a workflow.   Setting up my first macro did not go so well.  


Working Backwards on your comments.


3.  I do have First Name and Last Name as required in Contacts.  I will change these fields and all my other required fields.


2.  I think you understand my goal.  Create Joe Soap as contact.  Enter Joe Soap in Full Name Field in Custom Module 1 and Custom Module 2. 


1.  I figured this out just by experimenting. "+" in either Custom Module opens my Contact Form. Just typing the name does not open the Contacts form.




Really simple process: 
1. Create & save a contact (Contact Form). 

1A Enter Full Name in Custom Module for contact information and Custom Module for Date Tracking

2. Collect multiple types of contact information

3. Track dates related to connecting to people on LinkedIn


Back to Step 1


Attached images of my forms.  The Hema2 file shows the error.