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884 Points
- Very Frustrated
Posted 2 years ago
mB Pat Vachon, Champion
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42,926 Points
-
884 Points
mB Pat Vachon, Champion
-
42,926 Points
-
884 Points
<skuidpage unsavedchangeswarning="yes" personalizationmode="server" showsidebar="true" useviewportmeta="true" showheader="true" theme="Intuit" tabtooverride="Lead">
<models>
<model id="New_Lead" limit="20" query="true" createrowifnonefound="false" datasource="salesforce" type="" sobject="Lead">
<fields>
<field id="Address_Line_1__c"/>
<field id="Address_Line_2__c"/>
<field id="AnnualRevenue"/>
<field id="Aging__c"/>
<field id="Best_Time_to_Call__c"/>
<field id="Bilingual_Office__c"/>
<field id="Legacy_Campaign_Code__c"/>
<field id="Legacy_Campaign_Name__c"/>
<field id="City__c"/>
<field id="Company"/>
<field id="Company_Legal_Name__c"/>
<field id="Competitor__c"/>
<field id="Competitor__r.Name"/>
<field id="Country_Address__c"/>
<field id="CreatedById"/>
<field id="CreatedBy.Name"/>
<field id="CreatedDate"/>
<field id="Current_Bank__c"/>
<field id="Current_Solution__c"/>
<field id="Current_TY_Bank_Products__c"/>
<field id="Country__c"/>
<field id="Customer_Sub_Type__c"/>
<field id="Customer_Type__c"/>
<field id="Description"/>
<field id="DoNotCall"/>
<field id="Do_you_produce_Refund_Transfer_returns__c"/>
<field id="Email"/>
<field id="HasOptedOutOfEmail"/>
<field id="NumberOfEmployees"/>
<field id="Fax"/>
<field id="HasOptedOutOfFax"/>
<field id="FirstName"/>
<field id="Name"/>
<field id="Hand_Raise__c"/>
<field id="Has_Address__c"/>
<field id="HasEFIN__c"/>
<field id="HasPTIN__c"/>
<field id="In_Contract__c"/>
<field id="Industry"/>
<field id="Initial_Response_Time__c"/>
<field id="LastActivityDate"/>
<field id="LastModifiedById"/>
<field id="LastModifiedBy.Name"/>
<field id="LastModifiedDate"/>
<field id="LastName"/>
<field id="Id"/>
<field id="Siebel_Lead_ID__c"/>
<field id="Lead_Owner_Read_Only__c"/>
<field id="LeadSource"/>
<field id="Locale__c"/>
<field id="MobilePhone"/>
<field id="New_to_taxes_or_existing_firm__c"/>
<field id="NumOf1040s__c"/>
<field id="NumOfCorporateReturns__c"/>
<field id="NumOfFiduciaryReturns__c"/>
<field id="NumOfPartnershipReturns__c"/>
<field id="NumOfSCorpReturns__c"/>
<field id="Number_of_Users__c"/>
<field id="NumOfWorkstations__c"/>
<field id="Number_of_Employees__c"/>
<field id="Number_of_Locations__c"/>
<field id="Phone"/>
<field id="Postal_Code__c"/>
<field id="Primary_Role__c"/>
<field id="Product_Family_of_Interest__c"/>
<field id="Reason_of_Interest__c"/>
<field id="Retire_Reason__c"/>
<field id="School_Type__c"/>
<field id="State__c"/>
<field id="Status"/>
<field id="Timing__c"/>
<field id="Title__c"/>
<field id="Treatment_Code__c"/>
<field id="Legacy_Treatment_Name__c"/>
<field id="Practice_Type__c"/>
<field id="When_are_you_planning_to_switch_software__c"/>
<field id="Years_Tax_Prep__c"/>
<field id="PostalCode"/>
<field id="Legacy_Treatment_Code__c"/>
<field id="Type_of_Service" uionly="true" displaytype="TEXT" label="What services do you offer?"/>
<field id="Referred_by" uionly="true" displaytype="TEXT" label="How did you hear about us?"/>
<field id="ConvertedOpportunity.Opportunity_Name__c"/>
<field id="MasterRecordId"/>
<field id="MasterRecord.Name"/>
<field id="Auth_Id__c"/>
<field id="Prior_TY_Bank_Products__c"/>
<field id="Budgeted__c"/>
<field id="Legacy_CAN__c"/>
<field id="Timezone__c"/>
<field id="Form_URL__c"/>
<field id="Website"/>
<field id="Do_you_generate_revenue_from_Accountin__c"/>
<field id="No_of_Business_Returns__c"/>
<field id="Best_Time_to_Call_Customer__c"/>
<field id="Small_Businesses_Supported__c"/>
<field id="Current_Tax_Solution__c"/>
</fields>
<conditions>
<condition type="param" value="Id" field="Id" operator="=" novaluebehavior="" enclosevalueinquotes="true"/>
</conditions>
<actions/>
</model>
<model id="Activities" limit="" query="true" createrowifnonefound="false" datasource="salesforce" type="" sobject="Task" orderby="LastModifiedDate DESC">
<fields>
<field id="Id"/>
<field id="WhoId"/>
<field id="Who.Name"/>
<field id="WhatId"/>
<field id="What.Name"/>
<field id="Call_Outcome__c"/>
<field id="CallDisposition"/>
<field id="CallType"/>
<field id="CreatedDate"/>
<field id="CreatedById"/>
<field id="CreatedBy.Name"/>
<field id="Description"/>
<field id="ActivityDate"/>
<field id="IsHighPriority"/>
<field id="LastModifiedDate"/>
<field id="Priority"/>
<field id="Status"/>
<field id="Sub_Category__c"/>
<field id="Sub_Type__c"/>
<field id="Subject"/>
<field id="Type"/>
<field id="RecurrenceActivityId"/>
</fields>
<conditions>
<condition type="modelmerge" value="" field="WhoId" operator="=" model="New_Lead" enclosevalueinquotes="true" mergefield="Id" novaluebehavior="deactivate"/>
<condition type="multiple" value="" field="Status" operator="not in" enclosevalueinquotes="true">
<values>
<value>Completed</value>
<value>Deferred</value>
</values>
</condition>
</conditions>
<actions/>
</model>
<model id="Closed_Activities" limit="" query="true" createrowifnonefound="false" datasource="salesforce" type="" sobject="Task" orderby="LastModifiedDate DESC">
<fields>
<field id="Id"/>
<field id="WhoId"/>
<field id="Who.Name"/>
<field id="WhatId"/>
<field id="What.Name"/>
<field id="Call_Outcome__c"/>
<field id="CallDisposition"/>
<field id="CallType"/>
<field id="CreatedDate"/>
<field id="CreatedById"/>
<field id="CreatedBy.Name"/>
<field id="Description"/>
<field id="ActivityDate"/>
<field id="IsHighPriority"/>
<field id="LastModifiedDate"/>
<field id="Priority"/>
<field id="Status"/>
<field id="Sub_Category__c"/>
<field id="Sub_Type__c"/>
<field id="Subject"/>
<field id="Type"/>
<field id="RecurrenceActivityId"/>
</fields>
<conditions>
<condition type="modelmerge" value="" field="WhoId" operator="=" model="New_Lead" enclosevalueinquotes="true" mergefield="Id" novaluebehavior="deactivate"/>
<condition type="multiple" value="" field="Status" operator="in" enclosevalueinquotes="true">
<values>
<value>Deferred</value>
<value>Completed</value>
</values>
</condition>
</conditions>
<actions/>
</model>
<model id="New_Activity" limit="0" query="false" createrowifnonefound="false" datasource="salesforce" type="" sobject="Task">
<fields>
<field id="Id"/>
<field id="WhoId"/>
<field id="Who.Name"/>
<field id="WhatId"/>
<field id="What.Name"/>
<field id="Call_Outcome__c"/>
<field id="CallDisposition"/>
<field id="CallType"/>
<field id="CreatedDate"/>
<field id="CreatedById"/>
<field id="CreatedBy.Name"/>
<field id="Description"/>
<field id="ActivityDate"/>
<field id="IsHighPriority"/>
<field id="LastModifiedDate"/>
<field id="Priority"/>
<field id="Status"/>
<field id="Sub_Category__c"/>
<field id="Sub_Type__c"/>
<field id="Subject"/>
<field id="Type"/>
<field id="RecurrenceActivityId"/>
<field id="IsReminderSet"/>
<field id="ReminderDateTime"/>
</fields>
<conditions>
<condition type="modelmerge" value="" field="WhoId" operator="=" model="New_Lead" enclosevalueinquotes="true" mergefield="Id" novaluebehavior="deactivate"/>
<condition type="fieldvalue" value="In Progress" field="Status" operator="=" enclosevalueinquotes="true"/>
</conditions>
<actions/>
</model>
</models>
<components>
<panelset type="custom" uniqueid="sk-1TIs4I-1240" scroll="">
<panels>
<panel width="33.3%">
<components>
<pagetitle model="New_Lead" uniqueid="sk-3J8udM-1194">
<maintitle>PCG - {{Name}} Lead Detail<br>
Lead Owner: {{Lead_Owner_Read_Only__c}}</maintitle>
<actions/>
<renderconditions logictype="and"/>
</pagetitle>
</components>
</panel>
<panel width="33.3%">
<components>
<pagetitle model="Activities" uniqueid="sk-1TIeo5-1227">
<actions>
<button type="multi" label="Update Contact Info" icon="">
<actions>
<action type="blockUI"/>
<action type="showPopup">
<popup title="New Popup" width="90%">
<components>
<pagetitle model="New_Lead" uniqueid="sk-1Sf_uh-547">
<maintitle>
<template>{{Name}}</template>
</maintitle>
<subtitle>
<template>{{Model.label}}</template>
</subtitle>
<actions>
<action type="multi" label="Save & Close">
<actions>
<action type="blockUI"/>
<action type="save">
<models>
<model>New_Lead</model>
</models>
</action>
<action type="requeryModel" model="New_Lead" behavior="standard"/>
<action type="closeAllPopups"/>
<action type="unblockUI"/>
</actions>
</action>
<action type="multi" label="Cancel & Close">
<actions>
<action type="blockUI"/>
<action type="cancel">
<models>
<model>New_Lead</model>
</models>
</action>
<action type="closeAllPopups"/>
<action type="unblockUI"/>
</actions>
</action>
</actions>
</pagetitle>
<basicfieldeditor showheader="true" showsavecancel="false" showerrorsinline="true" model="New_Lead" buttonposition="" uniqueid="sk-1Sf-pe-550" mode="edit">
<columns>
<column width="33.3%">
<sections>
<section title="Section A" collapsible="no" showheader="false">
<fields>
<field id="FirstName" valuehalign="" type=""/>
<field id="LastName" valuehalign="" type=""/>
<field id="Company"/>
<field id="Phone"/>
<field id="Email"/>
</fields>
</section>
</sections>
</column>
<column width="33.3%">
<sections>
<section title="New Section" collapsible="no" showheader="false">
<fields>
<field id="Address_Line_1__c" valuehalign="" type=""/>
<field id="Address_Line_2__c" valuehalign="" type=""/>
<field id="State__c" valuehalign="" type=""/>
<field id="City__c" valuehalign="" type=""/>
<field id="PostalCode" valuehalign="" type=""/>
</fields>
<renderconditions logictype="and"/>
</section>
</sections>
</column>
<column width="33.3%">
<sections>
<section title="Section B" collapsible="no" showheader="false">
<fields>
<field id="Timezone__c" valuehalign="" type=""/>
</fields>
</section>
</sections>
</column>
</columns>
</basicfieldeditor>
</components>
 
mB Pat Vachon, Champion
-
42,926 Points
-
884 Points
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