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Can't edit contact

Last post 11-02-2012 12:18 PM by dottie. 4 replies.
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  • 10-27-2012 3:29 PM

    Can't edit contact

    When I am in a job or customer screen and I go all the way to the bottom and click on the contact tab and go to a specific contact and try to edit it, I can't save it because I get a message that says the field Name is a required field. However there is no field on this screen that is called name. There is only first name and last name.

  • 10-29-2012 10:57 AM In reply to

    Re: Can't edit contact

    Answer

    Hi dottie,

    You need to edit your ContactsList screen and add the 'Name' field, which is actually linked to the FullName field in the Entity table, as it is a required field. Any field with a red asterisk next to it in the stock screen is important and needs to be included, please see the screenshot below.

    - Ashur

    Need more help? Ask us about Method consulting services

    Ashur Shamon
    Lead Solutions Specialist, Professional Services
    Method Integration Inc.
    www.method.me
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400
    Fax: 416.640.6027
    E-mail: a.shamon@method.me
  • 10-29-2012 11:12 AM In reply to

    Re: Can't edit contact

    Can you also please advise whether you are using the stock EditCustomer screen or a custom one?

    - Ashur

    Need more help? Ask us about Method consulting services

    Ashur Shamon
    Lead Solutions Specialist, Professional Services
    Method Integration Inc.
    www.method.me
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400
    Fax: 416.640.6027
    E-mail: a.shamon@method.me
  • 10-29-2012 1:31 PM In reply to

    Re: Can't edit contact

    Answer

    dottie:
    I get a message that says the field Name is a required field.

    It sounds like you've got a custom version of the Add/Edit contact screen with the name field removed - name is required for any add/edit contact screen.  It would be a good idea at this point to review the stock screen vs. the one you replaced it with.  Over time we update our stock screen actions so your custom screens may have out of date actions.

    ~C

  • 11-02-2012 12:18 PM In reply to

    Re: Can't edit contact

    this worked thanks!

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