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I do not know what I did, but I received an error message that some of my custom fields do not exist when I am in the screen that I have been working on for days. The error tells me that these custom fields are not in the table associated with the screen I created, but they are or I would not have been able to pull drag them in! 

I checked the summary on the screen and it is definitely associated with the correct table.

I deleted the troublesome fields from my screen -- the screens would not display any customer data due to this problem. I would love to know what happened or if you have any suggestions.

Thanks for your help.

Hi Shelley,

What table is the screen built on? What steps did you take to get the message to appear and what exactly does it say? Are these custom fields dropdown by any chance…if so what table are they referencing?

Getting this information will help us look into this for you.

Val - Shelley replied with the following:

I am getting myself mixed up between the "entity" table and the "customer" table. I did log out and start to find some of my missing fields after logging back in. I am very concerned that I am duplicating fields in "entity" and "customer." When I pull in fields to customize my screen (the advanced search screen) I want to make sure that I have all of the same custom fields that I designed for the customer table. I think, when I consulted with Ryan Bell, he made fields in "entity" that are not showing up when I customize my customer screen. I believe I am giving fields the same, or similar names for both tables.

1. How do I make sure my custom fields show up in my custom screen and in the "entity" wizard when I customize advanced search screen? The screen where EVERYTHING should be available, the main table, is Customer and the main screen is "Customer List - Shelley"

2. I have succeeded in re-adding one custom field to "Customer" and see the expected result on the advanced search grid. I am willing to re-add my fields and if I stop getting errors, assume I accidentally fixed my error. However, I need to see a list of fields in each table to make sure I do not have dupes (similar names).

3. Do I understand what I am doing? Should my custom fields in Customer show up in New Customer / Vendor? I think there is something regarding these 2 tables that is highly confusing to me.

Thanks!

He Shelly,

To help you understand the Entity table please refer to a previous post. All fields are shared among the Entity, Customer, Employee and Vendor tables. Adding fields to any one of the tables will make them available in the others.

It sounds like you've added custom fields on the Customer List screen and are trying to get them to display on the ‘New Customer / Vendor’ screen. These are two different screens so you should add the fields to both screens individually. Keep in my mind you will probably want to add actions to include the new fields in any advanced search on the ‘New Customer / Vendor’ screen.

After speaking very briefly with Ryan I’m going to include a link to our webinars. You should take a look at Community Webinar 26: Adding and Editing Contacts in Method where Ryan goes over this example in the 2nd half of the video.

Hope this helps,

 Valbon,

It definitely helps to know that if I add a field to the Customer table it will appear in the Entity table. Initially, I could not find some of the custom fields that I added to one of the tables (can't remember which is which) in a screen based on a table with "shared" fields. I am wondering if some of the trouble was due to not logging out and logging in or the page was not refreshed. I will try this again. I am comforted to know that I can avoid duplication of the same fields.

I did watch the webinar, but it did not make the point about shared fields clear.

Shelley