Method Community

Hi there,

   I have created a new custom screen based on contacts table. I want it to show Leads with fields:

-Company Name

-Full name

- Notes

   I understand that in order to show leads only I need to include IsLeadOnly field and filter by it. I also want to filter the grid to show only entries where note is not empty. I'm not sure how to do this and where.

I have tried defining a view with the following parameters:

http://screencast.com/t/Q1WBzKWN

but for some reson it doesn't show any records. I'm sure that there are leads that have notes that are not empty.

   I've solved this. You can ignore/delete my post. Issue was that I've created custom field Notes and mixed it up with Note field. Sorry about this one.

Glad you were able to resolve it!

Cheers,

Nelson