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Posted on by CD-28031715-0

I feel that I am slowly getting somewhere with my reasonably straightforward contact database. However I have a few outstanding questions, the first being.... Why are records stating New Contact rather than populating the field with the Full name of the contact? When I look at other solutions that I created when I was learning Power Apps, I can see that this area changed to the contact's name.

Next I plan to start looking at the Timeline features. We need to be able to extract information from the Timeline for reporting purposes. ie the number of times we have contacted our service users over a given period. If anyone has any pointers as to the best way to do this, then I'd love to hear from you. From the small amount of research that I've done, it looks like I'm best to add the Activities table and filter from that, but very happy to hear alternative suggestions. From what I can see, phone calls are included in reports, but for some reason Notes aren't.

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CD-28031715-0 76 on at

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Thanks both. I managed to suss last night that if I deleted the new name column that I was using and added in FirstName and LastName, then it worked as it should. Is there a way that I can have just one name field and have it work though?

As far as the timeline goes, we use phone calls and follow up texts/whatsapp messages, not emails so much. If I was to add a new activity of "Text/WhatsApp" could I have the content appear in the Timeline or not? If not, then what would be the best way to get around this? We could use a Note or Post but those wouldn't appear in the filters/reports.

Also how do I get system messages to appear on the Timeline? ie if a Contact is allocated to a colleague, or if a change is made to existing information? Or are these changes stored somewhere else?

Your help is very much appreciated.
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Fubar 7,821 Super User 2025 Season 1 on at

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Activities are things like Email, Appointment/Meeting, Tasks, Letter, Phone Call and others including custom ones..

Notes (and Posts) are their own object - not a type of Activity, the timeline control just displays them in the 1 list.

Notes & Activities are linked to the main main record via a Regarding (objectid) field on the them.

Regarding the Name, the first question would be what happens when you refresh the screen?

If it doesn't change, next thing to check would be if the field on the form is the field that is the Primary Name column (logical schema name "fullname") - As suggested by Ronald, it should be displaying the value in the Primary Name column which for the out of the box Contact is the fullname field.
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ronaldwalcott 3,208 on at

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For the first question show the definition of the table that you are using. The problem could be how you have the display defined.

The name can come from the primary column.

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