Method:Classic General Q&A

Re: Can't add "Notes" to LeadList

SMFletcher91 — Wed, 27 Jun 2012 20:39:43 GMT

:D Worked like a charm. That's what I call easy!

Re: Can't add "Notes" to LeadList

Anonymous — Wed, 27 Jun 2012 18:36:53 GMT

I think what you need to do here is to add a linked field from the Customer table to get this field into the Contacts table. Try that and see if it fixes the problem.

Re: Can't add "Notes" to LeadList

SMFletcher91 — Tue, 26 Jun 2012 20:23:42 GMT

And this may seem like a stretch, but I even tried SQL script of ISNULL(viewCustomer.Notes,'') and this didn't work, either.

Re: Can't add "Notes" to LeadList

SMFletcher91 — Tue, 26 Jun 2012 20:21:45 GMT

I've successfully added another column for my Addresses. I needed the SQL override for this column since it conatined multiple items (Address, City, State, and Zip), and it's working just fine. Here's the script I used to that:

SQL script:

ISNULL(viewContacts.BillAddressAddr3,'') + '<br />' + ISNULL(viewContacts.BillAddressCity,'') + ', ' + ISNULL(viewContacts.BillAddressState,'') + ' ' + ISNULL(viewContacts.BillAddressPostalCode,'')

Filter Field(s):

BillAddressAddr3, BillAddressCity, BillAddressState, BillAddressPostalCode

I did this becuase it's what I found for the first two columns of multiple data.

I tried adding "Note", which is a dropdown field option, but it's not the same as "Notes", what I see and use in my Edit Lead screen. It shows nothing, whereas when I added "Notes" to my Edit Lead screen, it did just what I wanted it to (show the same notes as it does when you select More Actions). Since it didn't work without SQL, I tried using SQL. Didn't work, either. I'm assuming that the "Notes" field I'm looking for does not exist in the Contacts table, but instead in the Customer table? If that's the case, how would I get this field to show up on my custom Lead List?

Re: Can't add "Notes" to LeadList

Anonymous — Tue, 26 Jun 2012 19:46:16 GMT

SMFletcher91:
I'm trying to add a column to my lead list.

On step 2 of 9 while editing a grid you should be able to add additional columns to your grid here. Is there a reason why you're using SQL overrides to show columns that exist in the table the screen is based on? You should be able to select your notes column from the field drop down provided this field exists in the table for Contacts.

Can't add "Notes" to LeadList

SMFletcher91 — Tue, 26 Jun 2012 13:32:28 GMT

I'm trying to add a column to my lead list. So far, I've been able to redo my new lead, edit lead, and lead list screens. I've added a column to my lead list that shows me the address, city, state, and zip (with little trouble), but now I want to be able to see the notes on my lead list. I've successfully added the notes to my edit lead screen so I can see them easily without having to click another button, but I'd like to see the same thing on the main lead list screen.

To try and accomplish this, I added the note column, but it wasn't working (most likely because it's "Notes" not "Note" in the table. However, when I try the SQL override like I had to do for my address column, it says "The field Notes does not exist in table Contacts".

The SQL override script I was using is: ISNULL(viewContacts.Notes,'')

Filter Fields: Notes

I've used "Notes" because every time I export a list, and on my custom edit screen, that's what it says, not "Note" If I've left anything out, please let me know!

I'd love to have this extra column! Any and all help would be greatly appreciated!