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Why doesn't Entity show as an option to display in Contacts grid

Last post 08-05-2015 11:43 AM by Method_Audisho. 4 replies.
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  • 06-04-2015 7:59 AM

    • mahlonf
    • Top 10 Contributor
    • Joined on 09-28-2012
    • Stevens, PA
    • Posts 879

    Why doesn't Entity show as an option to display in Contacts grid

    I have a situation where I want to display Entity on the Contact grid. Doesn't seem to let me do that

    Mahlon L Fisher
    Computer Bookkeeping Solutions
    www.combooksolutions.com
  • 06-04-2015 8:36 AM In reply to

    Re: Why doesn't Entity show as an option to display in Contacts grid

    Hi Mahlon,

    It shows fine for me.

    Are you sure it’s not already added to the grid?

    -Audisho

    Audisho Sada
    Product Manager
    Method:CRM
    a.sada@method.me
    Toll Free: 1.888.925.6238
    Local & Overseas: 416.847.0400
    Fax: 416.640.6027
  • 06-04-2015 8:54 AM In reply to

    • mahlonf
    • Top 10 Contributor
    • Joined on 09-28-2012
    • Stevens, PA
    • Posts 879

    Re: Why doesn't Entity show as an option to display in Contacts grid

    Try doing it on a copy of the contacts list from the contacts app

    This is what I'm showing now

    This is what I have available

    Mahlon L Fisher
    Computer Bookkeeping Solutions
    www.combooksolutions.com
  • 06-04-2015 9:15 AM In reply to

    Re: Why doesn't Entity show as an option to display in Contacts grid

    Hi Mahlon,

    Thank you for clarifying. I have created a ticket for our development team to investigate and will post back once this is resolved. If you need a workaround, adding and re-building the Contacts grid manually will allow you to add the Entity field.

    -Audisho

    Audisho Sada
    Product Manager
    Method:CRM
    a.sada@method.me
    Toll Free: 1.888.925.6238
    Local & Overseas: 416.847.0400
    Fax: 416.640.6027
  • 08-05-2015 11:43 AM In reply to

    Re: Why doesn't Entity show as an option to display in Contacts grid

    Hi Mahlon,

    I was asked by our development team to replicate this issue for them today. I tried, but am no longer able to do so. The Entity field is now available to add as a column to a copy of the Contact List screen. Give this a try and let me know if it’s still an issue.

    Thanks,

    Audisho

    Audisho Sada
    Product Manager
    Method:CRM
    a.sada@method.me
    Toll Free: 1.888.925.6238
    Local & Overseas: 416.847.0400
    Fax: 416.640.6027
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