I am on step 101 and when I try pressing clone it doesn't show me comment
MaxzPlace
Help Forum
Sorry you're stuck but there's almost always a pretty easy fix! Do NOT try to start all over again, eg. uninstall Max's Pitch Package, etc. That can make things worse.
Before you post make sure you check the Help FAQ for an instant solution first. Then, if you can't find it there, you can post your problem here and we'll get to it ASAP (within 24 hours), but be sure you:
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post in the right category
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INCLUDE AT LEAST ONE SCREENCAP IN YOUR POST TO SHOW THE PROBLEM!!!!!!!!
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explain the problem clearly
Ok, I'll do it for you. Do these 3 steps to give me access to your account:
Log in and click on the character icon (upper right) and click My Settings
Click My Personal Information (upper left) and then Grant Account Login Access below that
On the row for The Max Labs Project Support, use the --No Access-- pull-down menu to select 1 month and click Save
Then I will need your Salesforce Org ID so I can find your account:
Click the little gear at the top right and then select Setup.
On the lefthand menu go to Company Settings and under that, click Company Information.
In the middle panel, look down in the left column for Salesforce.com Organization ID and copy/paste that long string of numbers & letters and email it to me at tim.hill@themaxlabsproject.com
I won't do anything until you tell me you've finished all the steps above.
Hello, it's still not showing them up
I’m not at my computer right now so I can’t tell you the exact steps but they’re toward the end of the whole thing and if you read about what Max is telling you about what you’re doing in the steps, you’ll figure it out. Search on “related list” because the settings are for the layout of the related list of meetings (related to the pitch)
Ok so I would go back to what step number to do that ?
Ok so you mean you’re not seeing any of those columns/fields in the list of Meeting records, right? So then you skipped the steps above where you go into the Pitch object, and then into it’s Page Layout, and then down to the Related List section and tell it which columns to show for the related list (Meetings). Or maybe you did those steps but forgot to click Save. So just go back and do those steps, be sure to click Save, and then the columns should show up.
I am on step 113 and it doesn't seem right since it's missing meeting date, comments and enthusiasm on the list. What should I do?
And can you send the screencap?
YES
Were you able to do Step 95, filling in Comments for the first new Meeting record?
And can you embed a screencap so I can see what you're seeing?