01-07-2019 12:32 PM
In the Design Layout there are several fields like Call Attempt and Call Reach that are under the heading of Latest Activities. These fields are greyed out so I cannot use them. How do I change to make them useable? I want to enter dates, preferably with a drop down calendar.
01-07-2019 01:41 PM
01-07-2019 04:36 PM
This is a good article on how this all happens.
01-08-2019 08:11 AM
Thank you both.I have created new fields that allow me to directly enter dates for things like Left Message.
When I select Tools, Design Layout, Contacts, Field (from Tool Box), and then draw my box, I get a pop-up window for Select Field, but depending upon when I do it, I get two different lists of selections of field choices.As I try it now, the list i get is different from the list that I get when I go to Tools, Define Fields. In both cases i have viewing Fields for Contacts. Why do i have two different lists and how do I select the list that I want?
01-08-2019 08:27 AM
When you are modifying a Layout, you would only see the fields that are still available.
If you know of a field that you would like to add but can't see it in your list, then it is likely already on another section of your Layout (perhaps one of the other Tabs).
Define Fields will show all of the configurable fields for each of Contacts, Companies, Groups, etc.
01-09-2019 01:49 PM
01-09-2019 03:22 PM
01-10-2019 10:35 AM