Setup Custom Fields In Leads, But Edit/Create Don't Include

[JustinK101]

Hello, I have custom fields setup for leads. When I view a lead my custom fields are displayed and everything is dandy. But when I edit a lead, I don't have the option to edit ANY of my custom fields. How do I edit and create my custom leads, i.e. have th exact same fields and layout as the view lead section? Thanks much!

[malcolmh]

Hello, I have custom fields setup for leads. When I view a lead my custom fields are displayed and everything is dandy. But when I edit a lead, I don't have the option to edit ANY of my custom fields. How do I edit and create my custom leads, i.e. have th exact same fields and layout as the view lead section? Thanks much!

You need to add the custom fields manually to each dialog, i.e., Edit View, Detail View, List View Search or Mass Update.

When editing each panel you can drag and drop the custom values you created to their appropriate place, creating new rows if needed

Hope this helps!

[JustinK101]

malcolmh,

Hello, I am not getting this, I go to studio and choose edit module, layout manager, and at the top click edit view, and everything is how I want it to look. Then I click save and publish. When I go edit an actual lead though, my view and fields are not there, it is default. Can you explain further how to do this? Thanks!

[JustinK101]

I think this is bug.

When you click Edit View the url location takes to the same page as Detail View, this studio feature needs work. Can anybody else confirm this? Where do you report bugs?


Edit View is suppose to go here:

index.php?module=Studio&action=wizard&wizard=Selec tModuleLayout&option=LBL_EDITVIEW

But it gets redirected to:

index.php?module=Studio&action=index&setLayout=tru e