7 Replies Latest reply on Jun 9, 2011 11:05 AM by philmodjunk

    How to "Add a New Document" into "Research Notes" imported records?



      How to "Add a New Document" into "Research Notes" imported records?


      I am using the "Research Notes" template from the Starter Solutions.  I added some fields on the "Notes" section (the first tab), and made some cosmetic changes, but otherwise it is the same as the template.

      I imported my records from an excel spread sheet.  On my excel sheet, I added columns for every field and container (leaving them empty) because it makes it easy to import since the fields are all aligned alphabetically with Target and Source fields, therefore I didn't have to drag the correlating fields.

      I am trying to "Add a New Document" for some of my records, but when I click the button, it sends me back to the "Notes" tab.  However, when I open a New Record, and click "Add a New Document" for this new record, it works as expected.  When I click "Edit Layout" I can see that the directions for both are identical, so I don't know why one works but the other doesn't, nor how to fix it for the records i've imported so that I don't ahve to create a new record (and cut and paste the other contents) whenever I want to add a document.

      ANy advice?