When scrolling beyond the maximum shown records list in tabs (for example History, Additional Contacts, Pending, Details etc) the context menu items will appear grayed out and some records seem not to be available anymore

Version 1

    Details

    When scrolling beyond the maximum shown records list in tabs (for example History, Additional Contacts, Pending, Details etc) the context menu items will appear grayed out and some records seem not to be available anymore


    [PRE-REQUISITES]

    - having enough data for the specific tab


    [STEPS TO PREPARE]

    Make sure that the Maximum shown records has a setting which is smaller than the available data, so that you
    a. Will see a scroll bar on the tabs
    b. That you need to scroll to see further data on the tab in order to replicate the behavior
    1. Log in with master rights
    2. Tools >> Configure >> System Settings
    3. Tab Display
    4. Adjust/Verify the Maximum records shown setting (for this test it will be set to 500)
    5. OK

    [STEPS TO REPRODUCE]

    1. Log in with master rights (just to make sure that you have all necessary rights)
    2. Browse to Lauren Hall
    3. Open tab History (this record has about 1875 history records and shows the scroll bar)
    4.  in order to verify how many records are loaded (this is technically not  necessary to replicate but shows the issue better) >> Right Click  into the tab and activate >> Summary
    5. Also verify that currently the context menu (Right Click on any History record/row) shows Edit and Delete
    >> RESULT: The context menu is available and correct


    6. Scroll down in order to overcome the first 500 records load
    7. Verify again that currently the context menu (Right Click on any History record/row) shows Edit and Delete
    >> RESULT: The context menu is still available and correct


    8.  Scroll down in order to overcome all available next 500 records load  until you see all history records loaded >> here about 1882
    9. Verify again that currently the context menu (Right Click on any History record/row) shows Edit and Delete
    >> RESULT: The context menu may still be available and correct or may already have grayed out Edit and Delete context menu


    10. Scroll Up (to the top of the list again and then maybe again a little bit down)
    >>  Latest when scrolling to the top of the list and scroll down only a  little bit again the Context menu is incomplete and certain items  (depending on the tab you are on are greyed out) >> usually the  Edit / Delete on details also the Lookup menu




    [DISCUSSION]
    -  The same was replicated on the following tabs, but may not be  recognized by many customers as many times not sufficient data are  available on the tabs
    a. Additional Contacts (to get the screenshot  and not to create so many additional records the maximum records shown  was changed to 2)

    correct on first load of maximum shown records



    after scrolling to the end and top again


    b. Pending
    c. Details



    d. specific extended details (technically same as Details but own tab) Here PC for Computer extended detail


    Resolution

    [CAUSE]
    - This is RM # 235588


    [WORKAROUND]
    Raise the limit for shown records via the System Settings

    Setting  the Limit  appropriately which is expected not to affect the system's performance  too much but cover the average amount of records in a certain grid/tab. The default setting of the maximum shown records is 500 but GoldMine Technical  Support is not aware of any recognizable performance decrease with a set limit of 1000 to 1500.



    1. Login as a user with master rights
    2. Tools > Configure > System Settings
    3. Tab Display
    4.  Set the Limit for maximum records shown appropriately for example to  1000 or 1500 (while we think that values of 1000 or 1500 should be still  not have impact on the overall performance any higher values need to be  tested and considered carefully)



    5. OK
    6. Verify the behavior

    [RESULT]

    As now it is not necessary anymore to scroll beyond the limit the Edit, Delete and Select buttons are not greyed out anymore