Search results by user ID 5600

Re: Can't add "Notes" to LeadList

SMFletcher91 — Wed, 27 Jun 2012 20:39:43 GMT

:D Worked like a charm. That's what I call easy!

Re: Can't add "Notes" to LeadList

SMFletcher91 — Tue, 26 Jun 2012 20:23:42 GMT

And this may seem like a stretch, but I even tried SQL script of ISNULL(viewCustomer.Notes,'') and this didn't work, either.

Re: Can't add "Notes" to LeadList

SMFletcher91 — Tue, 26 Jun 2012 20:21:45 GMT

I've successfully added another column for my Addresses. I needed the SQL override for this column since it conatined multiple items (Address, City, State, and Zip), and it's working just fine. Here's the script I used to that:

SQL script:

ISNULL(viewContacts.BillAddressAddr3,'') + '<br />' + ISNULL(viewContacts.BillAddressCity,'') + ', ' + ISNULL(viewContacts.BillAddressState,'') + ' ' + ISNULL(viewContacts.BillAddressPostalCode,'')

Filter Field(s):

BillAddressAddr3, BillAddressCity, BillAddressState, BillAddressPostalCode

I did this becuase it's what I found for the first two columns of multiple data.

I tried adding "Note", which is a dropdown field option, but it's not the same as "Notes", what I see and use in my Edit Lead screen. It shows nothing, whereas when I added "Notes" to my Edit Lead screen, it did just what I wanted it to (show the same notes as it does when you select More Actions). Since it didn't work without SQL, I tried using SQL. Didn't work, either. I'm assuming that the "Notes" field I'm looking for does not exist in the Contacts table, but instead in the Customer table? If that's the case, how would I get this field to show up on my custom Lead List?

Can't add "Notes" to LeadList

SMFletcher91 — Tue, 26 Jun 2012 13:32:28 GMT

I'm trying to add a column to my lead list. So far, I've been able to redo my new lead, edit lead, and lead list screens. I've added a column to my lead list that shows me the address, city, state, and zip (with little trouble), but now I want to be able to see the notes on my lead list. I've successfully added the notes to my edit lead screen so I can see them easily without having to click another button, but I'd like to see the same thing on the main lead list screen.

To try and accomplish this, I added the note column, but it wasn't working (most likely because it's "Notes" not "Note" in the table. However, when I try the SQL override like I had to do for my address column, it says "The field Notes does not exist in table Contacts".

The SQL override script I was using is: ISNULL(viewContacts.Notes,'')

Filter Fields: Notes

I've used "Notes" because every time I export a list, and on my custom edit screen, that's what it says, not "Note" If I've left anything out, please let me know!

I'd love to have this extra column! Any and all help would be greatly appreciated!

Re: Having trouble with deleting contacts and activities

SMFletcher91 — Thu, 24 May 2012 16:40:07 GMT

You had me really confused, but once I got into it, it was pretty simple to create the custom screen. Worked perfectly. I was able to export, clean up my activity list, then create the custom screen to delete everything, then import it all again. :) Thank you. My activities are clean, and all of them are finally showing up in the activity list screen, and best of all, it took me only 30 minutes to figure it and and implement. Thank you for your help!

Re: Having trouble with deleting contacts and activities

SMFletcher91 — Thu, 24 May 2012 15:07:52 GMT

[quote user="SMFletcher91"]Big mistake because now I've got doubles on just about everything EXCEPT the "ghost" activities.[/quote]

I know why this happened; I deleted the ghost activities before importing the list again in hopes that it would rewrite the table.

Re: Having trouble with deleting contacts and activities

SMFletcher91 — Thu, 24 May 2012 15:04:01 GMT

I don't have the time to watch hours of videos, my work place won't allow that much time to train, so I took the alternative approach and exported the list, then imported it again. Big mistake because now I've got doubles on just about everything EXCEPT the "ghost" activities.

Is there any way to completely clean the activity table then import the cleaned up list? I can't find anywhere to completely swipe the table clean. And I only want to clean the Activity table, nothing else. Is this possible, or am I juust asking too much?

I also notice when I look at my activities list, not all of my activities are on there. Why is that? Even activities that I want to keep don't show up; it's like they don't exist but I know they do.

Re: Auto follow-ups creating two activities

SMFletcher91 — Fri, 18 May 2012 17:49:32 GMT

I am seeing both of my "phone call outgoing" activities, and I know that's how that's supposed to be, and that's how I want it. I have also created a new activity "Requested Catalog". I don't add any additional information to this activity, it's just for me to see once I open their account. Somehow, I've had my leads duplicate this "requested catalog" activity (There should only be one per lead as of right now), and I'm not quite sure how this happened.

The only thing I can think of is when I made the new activity, I linked the type to "phone", so I went through and changed that to "other", and I'm going back through my contacts and deleting the extra activity. Maybe I did an import that I wasn't supposed to; I've been doing a lot of exporting, but I don't remember importing except for my initial imports.

Auto follow-ups creating two activities

SMFletcher91 — Fri, 18 May 2012 14:02:38 GMT

I am, for this forum's sake, a telemarketer for my company. I log all calls I make to our clients, and on some, I schedule follow-up calls. Now when I schedule these follow-ups, I simply click the "Schedule a follow-up" button and set it for a future date. Now, when I go back to my calander, I see my scheduled follow-up, but when I go to the lead information page, I suddenly see two scheduled activities. Why? They have diffferent activity types. One is the phone call outgoing I've scheduled, and then one is "requested catalog", an activity I use quite often in my activity log, but never have I set that up to auto create anything.

It's a lot of information, but it's really throwing my for a loop. Any suggestions? Thank you in advance for your time and help!

Re: Having trouble with deleting contacts and activities

SMFletcher91 — Fri, 18 May 2012 12:46:57 GMT

Thank you for your time and advice; this will help tremendously with sorting out our leads and customers!