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I am getting this error message when I click Save and Edit to save a new lead. I can close the error box and everything seems to load on the next screen. Error: The Replace Merge Fields could not be performed. The Table 'ab' could not be found. Additional Information Action Sequence Order:415 Thanks Rodney

None of my emails populate the information. Even the default emails that method has included wont work. You have several emails that have the company name that is supposed to populate in the subject line. None do. No matter what the email or the merge field non of them work. If the company name field doesnt have a merge field, why ...

Custom screen CRM_EditLead(2) In the lead activity screen click send an email It is a custom custom email. 

[quote user="Method_Adam"] Hi rodsstuff, Is this a stock template or a customized one?  Also, from which screens does this happen? - Adam [/quote] Its in the emails. Send out an email with a merge field in the subject line and it doesnt populate with the information.

Company.CompanyName wont fill in the company name just displays Company.CompanyName Thanks

[quote user="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 ...

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 ...

Instead of the case number starting with 1, I want to start with a lot higer number. How to I change that.

That worked and thanks. I saved the lead and all is good except when I click on the go to lead. the information is not in the lead information area of the next window.

I want to add a custom field to the New lead window. By default the window is divided into two parts. The top for the lead info and the bottom labeled Lead Information. In the Lead information area I need to add a new date field. I want to it say "Lead Event Date" then a box for the date. I also need this date to be ...