Please help me start over 2a afresh. I made a mistake by not including my name in the screencap at step 51. I noticed when it was late and when I went back, I couldn't see the three Spay & Pay Ventures' entries. A couple of changes I made on the account could have caused some issues. Please help, thanks.
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Sorry you're stuck but there's almost always a pretty easy fix! Do NOT try to start all over again, uninstall Max's Pitch Package, etc. That can make it worse. There's a 95% chance the same snag/fix is listed & answered in the Help FAQ. But if you can't find it there, post your problem here.
Make sure you post in the right category below & be sure to include a screencap showing the issue!
Yes, so the problem is that after Step 51, where you were supposed to take the screencap, you deleted two of those Spray & Pray records. But they are still there, in your account, in the Recycle Bin! Just go to the App Launcher and enter "Recycle" in the search bar and then click on Recycle Bin. Then you'll see the deleted records there and just click the down-arrow on the far right side for each of those two records and choose Restore. Then you can go back to the Pitches tab and select Seeing Triple as the list view and all 3 records will show.
I made mistakes. When I noticed they were not there, I tried to recreate them only to realize the pitches kept counting upwards. So, I made it worse. I deleted everything in the recycle bin with the hope that the new pitches would start counting from 010, it didn't work. Those are some of the changes I made and that makes it harder to follow your instructions.
Oh, ok. Well I'm pretty sure your instructor won't care about the Pitch IDs being different than what is shown. I think they just want there to be 3 Pitches there with the correct Business Name, Pitch Date, etc. I'm pretty sure you would not lose points for that. So now, just follow those same steps to create the Spray & Pray record and clone it with the changes along the way so you wind up with three of them and they have the correct data like Comments, etc. And that should be fine for full credit, ok?
Wait, noticed when creating a new pitch, I miss comments and pitch date sections. Is there something specific I need to do to have them show?
Ok, when you are viewing the Seeing Triple listview, click on the tiny gear on the upper right but NOT the one at the top right - NOT the Setup gear. You want the smaller one underneath the Change Owner and Import buttons. Click that tiny gear to drop down a list of options and choose Select Fields to Display. Then move the missing fields over from the left list to the right list, move them up or down if needed, and click Save and you should see everything properly then.
Let me know ok?
ok. Will let you know.
OK. This instruction is for when I have already created the pitches. Check out this screencap (no section to add comments and pitch date. I expected them just below the "Follow Up"). I cannot add comments nor the pitch date to the pitches when creating. Noticed the "Fields to Display" are okay, everything is there. But you see what, a pitch will come without comments and pitch date cause the time I created them I didn't add the comments and pitch date. Why? Because their sections are not showing on the popup for creating a pitch.
Ok, do these 3 steps so I can access your account myself and I'll check:
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
Let me know when you've finished and I'll take a look, ok?
I already gave 1 month access before. Please check to be sure you cannot access. Meanwhile, I will try the steps. If I find in stead of "No Access" it's "1 Month" I'll leave it that way. Thank you.
Ok, I fixed it so now you will see Comments and Pitch Date showing up.
Thank you many folds.
Sure, no worries. Happy to help!
I hope the rest goes smoothly for you but let me know if you run into other snags.
Hello, I emptied my recycle bin, remember? So, the problem is, after step 113, I do not have meetings 01,02,&03. I have the screencap but it also lacks my name. Wanted to go back and take it with my name. Sadly, can't find the meetings given that I deleted. I hope you can help, thanks.
Yeah, well things only last for 10 days in the Recycle Bin and then they are permanently deleted. But if you 're still trying to get the last screencap of 2a, you can just go to your Pitches tab. Open up P-019 (not P-012) and then do Step 92-113. The Meeting IDs will be different than those shown. They will be Mtg-14, Mtg-15 and Mtg-16, but that should be ok.
So, I wanted to do just as you said but, again, I ran into a problem. Steps 96 to 100 can't be completed because I'm missing the Contact Name, Mobile, Email, and Enthusiasm sections.
I see. Yeah, you've gone pretty far into 2b so there are a lot of changes you made since that screencap at the end of 2a. Ok, so you just need to add back Enthusiasm because the only fields that show up in the 2a screencap are Meeting Date, Comments and Enthusiasm. So go into the Setup > Object Manager > Meeting and Fields & Relationships and add the Enthusiasm field. Then you can 92-113 but just skip the steps about Mobile, etc. Those won't show anyway.