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New fields not showing up in uploaded data

Last post 12-29-2011 3:51 PM by Method_Michael. 1 replies.
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  • 12-29-2011 1:58 PM

    • Dan_AA
    • Not Ranked
    • Joined on 12-23-2011
    • Posts 5

    New fields not showing up in uploaded data

    Reply Contact

     we cannot find the new fields that we add. Any advice on how I can see these new fields in the Leads screen?; We are in the process of uploading data from our leads. We have had to create additional fields (i.e. a field for “title”). While we are able to successfully upload our data so that it appears in the Leads screen

  • 12-29-2011 3:51 PM In reply to

    Re: New fields not showing up in uploaded data

    Reply Contact

     Dan_AA,

    To actually see the new fields that you add, you will have to customize the screen and add the fields onto it.

    Go to Customize > Screen and edit the CRM_EditLead screen. In the designer you should see the new fields you added on the left and you should be able to drag them onto the screen. When you go to edit the CRM_EditLead screen it will ask you to make a copy, when making that copy replace the tab links to the existing screen.

    -Michael

    Michael Melo
    Product Manager
    Method Integration Inc.
    Website: http://www.method.me
    LinkedIn: http://www.linkedin.com/in/MichaelMelo
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