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Custom fields

custom fields show 0 value, not reflecting content on custom report

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  • Hello Richard,

    Please provide screenshots to better understand your issue. 

    Thanks for your help! 

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  • i attached screenshots when I replied to the email you sent me. The status of my issue #191063 is "solved" but my problem remains unresolved. Please give me a fix or an update or preferably a way to speak with an a team member. Thanks.

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  • Hello Richard, 

    Thanks for providing me with the ticket number. Keep in mind you'll want to reply directly here in the post and not the email. I will not receive your reply if you reply to the email. 

    Taking a look at your screenshots are you referring to the custom field "Revenue Forecast" having a value of 0? Taking a look at the records associated with this field in your Personal Reports the Records have no information within this field. 

    Looking forward to more clarity and your reply!

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  • I created a custom report in my Personal reports.  the custom report contains seven custom fields all of which appear on the individual opportunity screen.  When I look at the report it shows all my opportunities as it is designed to do.  5 of the custom fields are populated with the information I filled out on the individual opportunity screen but two of the custom fields show a value of 0 on the report even though the have information appearing on the individual record.  That is my problem. Is that clear to you?

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  • Hello Richard,

    The reason why the information in the custom field is not reflecting in your Personal Report is for the following reason:

    • The custom field named "Revenue Forecast" is a Text Field. Because of this numeric values will not populate in your report. 

    To fix this you'll need to create a new custom field but make it a "Numeric" field. Once you have made this new field you can then proceed to update these records with the new custom field.

    Because Insightly makes updates to records via the Record ID here are the steps to update records:

    1. First, Export the records you'd like to update
    2. Edit the file to change the records (Adjust the column header name from the old custom field to the new one)
    3. Import the file
    4. Select Update Existing Records during the mapping process

    Hope that helps! 

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  • That cannot be the reason.  I set up all the custom fields as text fields. The FTE Count is set up as text but numeric value shows on the Personal Report.  The Contact Name Title Phone field is set as text field and both numbers and letters show on the report.  It is something else!

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  • Regarding ticket 191063, my problem is not resolved, see above message.  Help would be appreciated.  Is there anyone I can speak with? Thanks.

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  • I am still needing a solution to my problem ticket 191063.  Your last response to me was on Wednesday of last week. Please help me solve this issue. Thanks.

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  • Hello Richard,

    Thanks for your patience in regards to this issue.

    I wanted to communicate that our development team is aware of this issue, and they are looking into a resolution. As soon as we have an update for you, I'll be sure to let you know here in this post.

    I appreciate your patience in the meantime.

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