I added a new Literature Request entry and completed
the form. Upon saving, the data that appeared in the
list was not correct.
I created the request and selected one of our customers
as the Entity & Individual. I then 'Assigned' it to
myself and clicked [save & close].
Once I clicked [Save & Close], the list didn't
automatically refresh. I had to manually refresh the
The column headers didn't appear to match up with the
data that was being displayed. The first column
"Literature Requested" showed the data from the
'Details' field in the form - not the actual 'title'.
"Who Requested" showed my name, so I am not sure if its
selecting the person that created it or the person it
was 'Assigned' to since that was myself as well.
Lastly, the "Entity" column showed the 'Default'
company name (mine) - not the customer Entity I
selected when filling out the form.
Ultimately, the data in the list didn't tell me
anything about who actually requested the data (both
Entity and Individual)