G
Guest
I have a public contact folder that is associated with a public journal
folder. I am using a second party vendor to journal to the public folder (I
do not think this is the problem). I have associated the activities on the
contact folder to the journal folder. When I go directly into the journal
folder itself, the custom journal form loads no problem. When I try and hit
"new journal item" from the ACTIONS menu dropdown in the associated contact
file, the standard journal form loads. I am probably tired and overlooking
something simple, but I want to be able to work the journal entirely through
the contact file. Any suggestions on how to change the menu dropdown to load
the correct journal form.
BTW: From the default journal form that loads, if you press "new journal",
you get the correct form and journal folder.
Thanks, Melissa
folder. I am using a second party vendor to journal to the public folder (I
do not think this is the problem). I have associated the activities on the
contact folder to the journal folder. When I go directly into the journal
folder itself, the custom journal form loads no problem. When I try and hit
"new journal item" from the ACTIONS menu dropdown in the associated contact
file, the standard journal form loads. I am probably tired and overlooking
something simple, but I want to be able to work the journal entirely through
the contact file. Any suggestions on how to change the menu dropdown to load
the correct journal form.
BTW: From the default journal form that loads, if you press "new journal",
you get the correct form and journal folder.
Thanks, Melissa