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.
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Sorry you're stuck but there's almost always a pretty easy fix! Don't try to start all over again–not necessary! Don't start undoing stuff and don't uninstall Max's Pitch Package, etc.
There's a 95% chance the same snag/fix is listed & answered in the Help FAQ. Check that first but if you can't find it there, post your problem + a screencap in the proper category below & we'll post a solution back ASAP!
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!
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.
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
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
Can you show me what do you see after you click on New Meeting (step89)?
You might have skipped one of the steps where you were supposed to add these fields (Step 72-77) or click next next too fast. If so just go back into the Meeting object, scroll to Custom Fields and Relationships, click New and add it/them, according to the corresponding step.
But if you’re sure you did create it already and it’s just not appearing here, then the visibility for that field probably got turned off, making it “Hidden.” (This can happen when you create a field if your WiFi is really slow/spotty or if you clicked Next, Next, Save really fast – you’re skipping over those pages so fast their coding doesn’t fully execute.)
So just go back to Setup > Build > Create > Objects > Meeting, scroll down to Custom Objects & Relationships and click on the name of whichever field(s) is/are missing, (NOT on Edit). Then click Set Field-Level Security (upper center of the page). Then click the checkbox next to the column-header Visible. That will turn on the field’s visibility for all user types listed below, including yours (Admin). Then click Save and when you go back to Steps 91-96, the fields should all be showing up properly.
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!