Method:Classic General Q&A

Re: Lead/Contact relationship

r.dickey — Wed, 30 May 2012 02:06:03 GMT

Thanks for the confirmation Chad. That sounds doable.

Re: Lead/Contact relationship

Anonymous — Tue, 29 May 2012 15:18:07 GMT

r.dickey:
Is that correct?

That's correct but you can certainly adjust our stock screens through customization to cover separate company-level data. You would have to customize a few screens and build an address lookup table but you can definitely add separate company-level data.

Lead/Contact relationship

r.dickey — Tue, 29 May 2012 11:26:36 GMT

We are migrating to Method from a home-grown CRM. The legacy system has information set up for companies with multiple contacts associated with each company. I need to find a location in Method for the company-level data such as address, phone, and notes in Method. Each contact also has address, phone, etc. that may or may not match the company data.

When I set up a lead in Method, the address and phone appears to be tied to the first contact for that company. There does not appear to be separate company-level data. Is that correct? Do I need to add custom fields to the customer/lead table to reatin the company-level data? Is there a better way?