Losing data in Contact Notes field when I save record

[Carl@LBS]

If I make certain changes to the Contact name and hit save it will erase all the characters in the Contact Notes field.  I looked at the fields in the Define Fields area and there's no links set up.  Anyone have a clue why this is happing?

[mscott821]

Contact Notes field....?

Are you referring to an actually field by that name or to the records that are shown in the Contact's Notes tab?

I don't think there is a standard field called Contact Notes...

[Carl@LBS]

Sorry, I have created a Contact Notes character field - it's custom.  But it is the only one that loses data when I adjust someones name.  When a new contact is created it places the first name in that field.  Here's an example:  I create a new contact "John Doe" and hit save.  "John" is put in the Contact Notes field.  If I change the Contact Notes field to "He is shy" and hit save all is good.  But if I go to add say a middle name to the Contact Name, "John So Doe", and hit save.  The "He is shy" disappears and "John" is back in its place. 

[Roy_Laudenslager]

You're using the salutation field for the notes. The salutationn field is a core field in the ACT! program and can't be used for other purposes. As the salutation field it's working as designed

[Carl@LBS]

Roy - Thanks for the help.  I must of changed the name of the field in my redesign.  They don't talk about "core" fields that much do they?  I created a new field and then did a mass field to field copy.  Problems solved - a thorn removed from my hand, and I'm not calling you a mouse.  I saved your web site and name, if I ever need any ACT consulting you're my first call.  Have a great day...Carl

[mscott821]

Carl -

As an FYI, you can discern if a field is a "core"/default field that was renamed or if it is actually a custome field by looking at the properties for the field in the Define Fields manager.

While you are in the Define Fields dialog, when you highlight a field in the list, you will note that in the info bar on the left, there is a section titled "Details".  It will reflect "Custom Field" or "System Field".

So, if you are ever in question, go there!

[Carl@LBS]

Thank you - I never noticed that before, It will be useful.  A short pencil is better than a long memory.

[mscott821]

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Carl@LBS wrote:

 A short pencil is better than a long memory.

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I like it!