• MCooper
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  • Member since 2014
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  • CHARTWISE MEDICAL SYSTEMS, INC.

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Way back in the day I installed Inline Account Hierarchy (a Labs app)  to show the children accounts on a parent in the Account Page Layout for a specific record type.  It worked marvelously.  It's not a record type that's used often, and I realized today that it's broken.  I uninstalled and reinstalled, and am still getting a URL No Longer Exists error when I go into any account of that type.  If I remove the Inline Account Hierarchy from the layout, I don't get the error.  Any idea how to fix it?  I'm needing it to expand out similar capabilities on another record type that is used often.
On Opportuntities we have the default "Next Steps" field, but it's not very long and we'd like to retain back history of the progress of a deal.  I've created a long text field "Sales Progress".  Here's what I'd like to do using a workflow trigger and field update:  Whenever a new entry is made in Next Steps, copy that entry over to Sales Progress and add it to the bottom (or top) of the existing text.  What would the formula look like?
On Opportuntities we have the default "Next Steps" field, but it's not very long and we'd like to retain back history of the progress of a deal.  I've created a long text field "Sales Progress".  Here's what I'd like to do using a workflow trigger and field update:  Whenever a new entry is made in Next Steps, copy that entry over to Sales Progress and add it to the bottom (or top) of the existing text.  What would the formula look like?
On Opportuntities we have the default "Next Steps" field, but it's not very long and we'd like to retain back history of the progress of a deal.  I've created a long text field "Sales Progress".  Here's what I'd like to do using a workflow trigger and field update:  Whenever a new entry is made in Next Steps, copy that entry over to Sales Progress and add it to the bottom (or top) of the existing text.  What would the formula look like?