Are these new contacts?  The next time you see this please press <f5> and let us know if the refresh corrects the label.

I had one “untitled”, but after refreshing, I now have have two of ‘em.

Each has a first and last name in the record.  I also tried re-entering the name.

Do you know that that F5 refresh, closes the program and relaunches?  Is that what you mean by refresh?

Will the Contacts fields be customizable?

For instance, we would like to enter the a contact’s given name and then their nickname, too.  So that the given name would be used for addressing, but the nickname when calling.

About those “untitled” contacts.  It has been several more hours and I just refreshed.  Still have two untitled contacts but one is now different from before.

a red error message popped up . . . something about unable to load . . . .

Just thought you might enjoy knowing this ;-)

I am now several messages ahead of you. 

In the Contacts SHOW drop down menu:  I can no longer scroll down thru my categories - but I seem to recall being able to do that earlier. 

Anyway to remove some of the items on that drop down that my group might never use?  Not a big deal, but just wondering.

BTW, we are having fun with this.

Love being able to copy/paste an address from a doc or email.  Almost all other databases have multiple fields for address so this is very different and VERY enjoyable.  Thanks.

Our next update changes some things that might be related to the untitled / load issue. 

I’ll need to look into the categories appearing in the dropdown, they should be listed there.

You can customize all of the contact fields - click Workspace, Customize Form fields.  Does this do the trick?

We thought a lot about changing address from multiple fields (like most systems including Solve360 old) to a single one and agree it makes the system much simpler and friendlier.  Most of the value provided by keeping them separate can be derived through some special effort in the programming area.

Thanks for reminding me about the custom form fields.

These are GREAT!  Very intuitive and flexible without being the least bit cumbersome.  We could not be happier with this feature.

Good job!

>>In the Contacts SHOW drop down menu:  I can no longer scroll down thru my categories - but I seem to recall being able to do that earlier.

I confirmed your categories are showing correctly.  Could it be that the list is larger than the window is showing?  Can you make the window larger to confirm this?  I think we’ll put categories in a submenu so the lists are shorter.

I can’t make the window larger and the list won’t scroll.

A category sub-menu would work.  You might also consider eliminating some of the fields that probably don’t get used much for searching, i.e., extension, job title, background, etc.

Regarding the vertical view of contacts - will we be able to control how many/which/order of the tabs/fields that show?

(btw - it is great to be able to switch these views)

Also, see response above to your earlier inquiry

We will be adding submenus to these dropdowns which should nip this issue.

Please clarify >>we be able to control how many/which/order of the tabs/fields that show?  The fields that are shown in the horizontal view are the ones selected in the form designer (and in the same order).  Workspace -> Customize Form Fields.  The vertical view only has the minimal name and date info.

Sub-menus should work well with the drop down field list

Regarding the listed tabs in Vertical view.  Let’s wait until I am able to customize the fields.  Was looking for a way to have certain fields show in that view so that I would not have to scroll to see info needed (for instance) for running a list of calls.

Something like First/Last/cell/phone/ . . .

Need to get my thoughts clearer on that and may be able to arrange the fields on the form to fit what I need to see on the Vert. View.

Having fun with the task list.  Thanks for this.  The functionality is a bit “clunky” but I suppose that will improve as we go along.  Regarding the e-mail notification - should that message be linked back to the task list? Or maybe that isn’t such a good idea because you don’t want non-subscribers to click in?

This gets complicated.  It’s a wonder you stay in such a good mood.

RE past issues: I stll have that problem with random contacts showing in the left pane as being named “untitled”

I could keep typing for another 5,000 characters but then you might want to kill me . . . .

>> listed tabs in Vertical view?  Do you mean you want to see more fields in the list on the left side of the window i.e. not the list on the top of the window?

>> The functionality is a bit “clunky”  We can’t let that go, specifically part of this area are you working with/ what are you trying to do?

You’ll need to hang on for the next update scheduled for next week before looking back at the untitled issue.

In contacts, the company name field has disappeared.  None of us can see it.  How do we restore it and all its data?

And what happened to it?

The companies “field” was expanded/replaced with the ability link to complete company records (under related to).  Having both would be redundant.  If you need any specific help with the field change please send our team a support request.

Hmmmm.  I think you may still want a company name field for those companies with one contact. Having two “records” to fill out, etc would be cumbersome otherwise.

Sorry, but we don’t “get” the idea of how the companies are supposed to work.

For instance, we have a contact at XYZ company (entered the old fashioned way using company name).  Now if we want to add another contact at that company, how do we do so?  It seems that your old 360 way of duping the contact record was (dare I say?) better (or more logical?).

Is this another one of those “wait and see” situations?

I could just add another field named “company” - guess that might work for now.  Please advise.

In the meantime the names to about 90 or companies has disappeared with the field.  Any chance of retrieving that or do we just have to re-enter the data?

The design is:

1) Click Add a Company, add the common info
2) Click Add a Contact, add the basic info, in the related to field start by typing the company name (autocomplete), bam! select the company.

The benefits of this approach are that it’s quite fast, it supports a lot of companies/contacts, a contact can be linked to multiple companies, no data is duplicated (easy to make changes) and if you follow this as a single approach you won’t need to circle back to clean-up data later when looking to create reports / mailers etc.

You will start to see these “related-to” links become more apparent in different places as the interface is refined.

You can add as many additional fields as you need, including one called Company….the power of customization.  But we’re not adding one by default (for the reasons above).  We could probably put the same field back in your configuration (no data has changed).  If it’s important, we’ll try and accomodate, just open a ticket.

In the Beta phase we are not managing changes with the same consideration or diligence that we would normally do.  The current goal is to get the service feature-complete and stable as soon as possible.

Hope this helps!

I understand 1 and 2 above, but if it is possibe, please make the Companies searchable with the ALL fields invoked.

Finding a contact is not nearly as much fun when we have to switch back and forth between ALL and Company for searching. 

Also, your graphics are great but we have a hard time seeing the shading between the contacts/projects/etc tabs.  Any chance of getting a bit more contrast?

It will be fun to see what we can do with all the “linkage”.  Thanks.

Good suggestion.  I think we can do something there e.g. considering a “Related-to-Company” value as a standard contact field when searching, or something along those lines.  Let me touch base with Eugen (the expert in this area).

Kathleen Howard - Jul 22, 2008 02:00pm

Sub-menus should work well with the drop down field list

How are they working out for you now?