Sure, np! Happy to help. 🙂

Ok, I fixed it. The Comments field was visible so not a problem about creating it too fast. Instead, it was not added to the Related List visible fields in the Pitch Layout. Maybe you added it but didn't Save. I added it and Saved and then it worked fine.

Computers are super-picky. You have to do each and every instruction just right or things won't work. Anyway, it's good now, but just make sure you follow all the steps exactly and you won't have any trouble going forward, ok?

Cheers!

Ok, don't delete it and recreate it. Just do those 3 steps and I"ll fix it for you, ok?

Did you add it when you redid Step 84?

If not, go back and do what I said before to add it to the related list fields for the Pitch Layout.

If you still can't get it to work after that then do these 3 steps so I can access your account and I'll take a look. Let me know when you've done them, ok?

1. Log in and click on the character icon (upper right) and click My Settings

2. On the left, under My Personal Information, click Grant Account Login Access below that

3. On the row for The Max Labs Project Support, use the --No Access-- pull-down menu to select 1 month and click Save

Yeah, it looks pretty good but you need to add the columns that show the field values. You do that by clicking Setup and then doing Step 80-85 and then Step 90. Then go back to the same place at the end (App Launcher > Marketing > Pitch Tab and then Step 112 and 113) and you should see the columns appear correctly.

Sure, np, and as for Step 83, if Meeting Date is not showing, you probably either skipped Step 74 where you were supposed to add it or you did the Step too quickly, clicking Next, Next & Save too fast and it didn't get it's visibility set properly. Or you added that field to Pitch instead of Meeting and maybe then did the same with the other fields in Steps 75-79 so now Pitch has two fields named Comments, Contact Name, etc. If the latter, you will still need to go back and add all those fields to Meeting (and delete the extra ones from Pitch).

So go to Setup > Object Manager > Meeting and click on Fields & Relationships and then see if Meeting Date is there. If it is already, then delete it and add it again, slowly, using Step 74. And if the other fields like Comments, Contact Name, etc are not there, then add them using Steps 75-79 as needed.

Let me know, ok?

@Dr. Tim, Max Labs Director I was able to find it, thank you. I checked under pitches and I did add it there instead. Would you recommend deleting it?