Method:Classic General Q&A

Re: LeadName field

Anonymous — Tue, 04 Feb 2014 15:07:43 GMT

James - Glad you found that helpful, I had a bit of a laugh with your post because I had a similar reaction when I found out about this feature too. Quite a useful feature, as you said, you can email it to yourself as well. I agree it would be nice if the Action details were included, however at least from a glance you might be able to pinpoint the action giving you issues, and at that point go to the screen designer to see the underlying action details.

-Ben

Re: LeadName field

jsenick — Mon, 03 Feb 2014 23:31:03 GMT

Wow. "Show Summary" is an awesome feature. I just sent myself a few screen summaries for local reference of custom actions. I only wish there was a way to get the same for action properties...like all the details for a given "insert record into table" action, for example. I currently use tons of action property screenshots instead. Anyway, nice feature. Don't know how I missed it.

-James

Re: LeadName field

Anonymous — Mon, 03 Feb 2014 22:02:53 GMT

Hi Nebo,

You are correct, the LeadName field doesn't show up in the Customers or Contacts tables, if you seeing this value from the New/Edit Lead Screens, note that this is only a label, not the actual fieldname stored in the table. I am not sure how familiar you are at this point doing customization in Method, but I can give you a bit of a tip moving forward when you have to figure out the actual Field Name for fields with a custom label. What you can do is create a copy of the screen where this value is that you are looking for (Because we aren't doing any editing of this screen, make sure to make a copy but not replace any tablinks, and no need to add this to an existing tab). Once you have loaded the screen in the Method Screen Designer, you can right-click in the screen designer area and choose the option "Show Summary", as shown in the screenshot below. This feature will show you a summary of the screen, even better this summary info shows you the "Caption" name (aka label) for the field and in the next column, the actual table field name.

I took another screenshot, shown below, of what shows up after selecting the "Show Summary" option:

The examples I am showing here are actually for the New Lead screen, so I believe this is the information you are looking for anyways. So, if you look at the above image for the Lead Name caption, it shows the actual table field name is "Name" (if you look at the top of this screenshot, you will see this screen is based off the Customer table). One last piece of information I can offer you here, is I recently wrote this blog post, explaining how to import Customers/Contacts/Lead into Method. This might be helpful for you, because I outlined all of the necessary/required fields here, but I also discussed some other required field names are that might be labeled/Captioned differently on the actual screen. I hope this has been helpful.

-Ben

LeadName field

Nebo — Mon, 03 Feb 2014 20:01:54 GMT

Hi everyone!

I'm facing the following problem. We are creating APi script for new leads. We do this by importing into cusotmer and contacts table. What bothers me isd the following. I'd like to have a LeadName filled in so combined field in Leads and Contacts List would show them. However I'm not able to find where LeadName field actually is because I'm unable to locate it in either contacts, Customer or Entity table.

Can anyone help with this?