On Lead - cannot add 'companyname' field to system created view without workaround.
REPRO:
Lead entity -> open All Leads view
Add Columns
Look for 'companyname' -> it does not appear in the list of fields under Record Type = Lead
WORKAROUND:
Change Record Type to Parent Account for lead (Account)
Change record Type back to Lead
Sort on Name column
'companyname' is now visisble and can be added to the view
On a newly created view this problem does not exist.
Comments
Thanks for the feedback this product suggestion looks like it is a bug not a suggestion. We have made note of the issue, this item will be closed out as postponed and this is a bug not a feature. Please use the following link https://community.dynamics.com/crm/p/support.aspx to enter a support case if you would like to make sure to have the issue tracked more closely. Thanks for the feedback. Larry
Category: Account, Contact, Calendar and Activity Management
In a debug build, you can see the grid xml looks like : You can't add companyname because it is already there (but hidden for some reason).
Category: Account, Contact, Calendar and Activity Management
See also: http://social.microsoft.com/Forums/en-US/d8356644-355e-4734-84ac-b1778f2857ac/why-cant-i-use-the-company-name-of-the-lead-entity-for-system-views?forum=crm It seems this was introduced in UR1. Not clear if it is fixed in UR2 Jason's workaround is helpful but of course would mean that users cannot sort on that column, which could be crucial. Also, if I understand correctly, Company Name is a valid text field for a Lead even if not Account record exists yet for the same company.
Category: Account, Contact, Calendar and Activity Management
Thank you for reaching out. Your suggestion seems to be a product bug. Please reach out to the relevant support channels as specified in Product support (http://go.microsoft.com/fwlink/?LinkID=616937). Sincerely, Daniel Dallala PM, Microsoft
Category: Account, Contact, Calendar and Activity Management
I checked after installing UR2, but this bug is not fixed in UR2. Hopefully next UR will fix this.
Category: Account, Contact, Calendar and Activity Management
Administrator on 11/1/2016 1:46:49 AM
Bug