Search results by user ID 5944

Error Message: The replace merge fields could not be performed

rodsstuff — Mon, 10 Jun 2013 17:22:27 GMT

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

Re: Merge Field doesn't fill in information for emails subject line.

rodsstuff — Fri, 07 Jun 2013 15:51:27 GMT

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 does method have default emails with the company field in it in the subject line. For example look at CRM_Case UpdateForCustomer. It wont populate the company name either.

Re: Merge Field doesn't fill in information for emails subject line.

rodsstuff — Thu, 06 Jun 2013 20:15:12 GMT

Custom screen CRM_EditLead(2)

In the lead activity screen click send an email

It is a custom custom email.

Re: Merge Field doesn't fill in information for emails subject line.

rodsstuff — Thu, 06 Jun 2013 18:01:25 GMT

[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.

Merge Field doesn't fill in information for emails subject line.

rodsstuff — Thu, 06 Jun 2013 16:47:07 GMT

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

Thanks

Re: Field doesn't show in the grid wizard for contacts

rodsstuff — Wed, 05 Jun 2013 16:29:51 GMT

[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 Contacts table, go to Customize>Tables/Fields and click Edit Fields... next to your Contacts table. You will see an option in the following screen called Add a linked field.

Hope this helps and let me know if you run into any more difficulties!

Jason

[/quote]

Worked perfect.

Thanks

Field doesn't show in the grid wizard for contacts

rodsstuff — Wed, 05 Jun 2013 15:03:34 GMT

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 (CRM_LeadList(2)) - Edit Contacts Grid - Grid Wizzard for Contacts step 2.

I want to add the LeadEventDate field but it doesnt show in the list.

Thanks Rodney

How to make the case number higher

rodsstuff — Tue, 28 May 2013 19:01:58 GMT

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

Re: Add field to leads window

rodsstuff — Thu, 18 Apr 2013 23:04:05 GMT

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.

Add field to leads window

rodsstuff — Thu, 18 Apr 2013 20:54:04 GMT

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 searchable.

Can someone help me add this field?
Thanks Rodney