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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

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

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