I don't know where I missed this step, but I do not have the option to add Julia Chavez under meeting data, as there is no Contact name entry area. When I look under setup I can see contact name is on the list of custom fields (text (30)), and under meeting layout there is a Contact Name field in meeting detail, it just doesn't appear when I go in to add that information.
MaxzPlace
Help Forum
Sorry you're stuck but there's almost always a pretty easy fix! Do NOT try to start all over again, uninstall Max's Pitch Package, etc. That can make it worse. There's a 95% chance the same snag/fix is listed & answered in the Help FAQ. But if you can't find it there, post your problem here.
Make sure you post in the right category below & be sure to include a screencap showing the issue!
The Set Field-Level Security fix solved my problem!! Thank you all so much for helping fix this. I have fairly poor internet connection at my apartment, so your explanation makes perfect sense. I'll look out for this problem in the future if it comes up again. Thank you!
April, Thanks for looking at this problem. I just checked and Contact Name is listed under custom fields and relationships (see attached). I read Step 77 as relating to creating the enthusiasm scale, not the contact name entry. If you have any other ideas to solve this, please let me know. Thanks, Will
Hi Will,
I am suspecting that You might have skipped Step 77. If so just go back into the Meeting object, scroll to Custom Fields and Relationships, and check what do you have contact name in there. If you did not, click New and add it, according to Step 77. Make sure you have everything.
Hope it helps.
April
Thanks for your response. I went into Pitch, edit Layout, Related Lists, clicked on the wrench, and contact name was already there. Here are some screenshots to help.
Step 93: If you don’t see contact name, then the problem probably happened back on Step 78 when you created Contact Name. Make sure you went into Pitch and NOT Meeting. If this seems to be an error, just go back into Meeting Attendance and delete that custom field (Contact Name) and then carefully redo Step 78 to add it back. I hope this helps, if not, please feel free to ask again and please include screenshots of what you see as well!