Method:Classic General Q&A

Re: Field doesn't show in the grid wizard for contacts

rodsstuff — Wed, 05 Jun 2013 16:29:51 GMT

Method_Jason:

Hi Rodney,

Which table is your LeadEventDate field in? Is it in your Entity table? A custom table? The Contacts grid in the CRM_LeadList screen is based off the Contacts table so you need to make sure your field is linked to that table. To add a linked field to your Contacts table, go to Customize>Tables/Fields and click Edit Fields... next to your Contacts table. You will see an option in the following screen called Add a linked field.

Hope this helps and let me know if you run into any more difficulties!

Jason

Worked perfect.

Thanks

Re: Field doesn't show in the grid wizard for contacts

Method_Jason — Wed, 05 Jun 2013 15:30:57 GMT

Hi Rodney,

Which table is your LeadEventDate field in? Is it in your Entity table? A custom table? The Contacts grid in the CRM_LeadList screen is based off the Contacts table so you need to make sure your field is linked to that table. To add a linked field to your Contacts table, go to Customize>Tables/Fields and click Edit Fields... next to your Contacts table. You will see an option in the following screen called Add a linked field.

Hope this helps and let me know if you run into any more difficulties!

Jason

Field doesn't show in the grid wizard for contacts

rodsstuff — Wed, 05 Jun 2013 15:03:34 GMT

I want to add a field to the grid in the leads and contacts window. I have created a few custom tables and all the others show execept the one I need. The field I need is LeadEventDate. LeadEventDate is not in the dropdown list. Here is where I am at.

Lead and Contacts List - Right Click and Customize - Customize existing screen (CRM_LeadList(2)) - Edit Contacts Grid - Grid Wizzard for Contacts step 2.

I want to add the LeadEventDate field but it doesnt show in the list.

Thanks Rodney