05-11-2012 10:11 AM
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?
05-11-2012 01:51 PM
05-11-2012 02:33 PM
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.
05-11-2012 03:24 PM
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
05-14-2012 08:20 AM
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
05-14-2012 11:21 AM
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!