[kentroylance]

I created a custom lead form and made it preferred, but when I edit a lead, it is not the default custom form listed. I have tried everything, and nothing seems to work. I notice that it works with the Customer form, but not with the Lead form. I would appreciate any help on this.
This is a cached copy. Click here to see the original post.

[david.smith]

check if the form is saved with the record

[kentroylance]

Not sure what you mean by that. I don’t want this customized lead form to be specific to a one record, but to all lead records. I want my customized lead form to be the default custom form used whenever I edit a lead. Even if I set it preferred, it will not load it as default.

[david.smith]

Take a look at the “Store form with record” on all your custom forms.

[kentroylance]

Thanks for the tip. I tried that and it didn’t resolve the problem.

[david.smith]

The existing records may still have the previous forms saved with the records. Try editing one and resaving it. You could also delete the other forms if you need to.

[kentroylance]

Along with your suggestion, I dinked around with different settings turning them off and on, and resubmitting, and finally it took. Thanks again for your help.

[Author]

Posts