Method:Classic General Q&A

Re: Add field to leads window

Method_Jason — Fri, 19 Apr 2013 13:59:10 GMT

The Edit Lead and New Lead screens are two different screens. Now you have to copy and edit the screen called CRM_EditLead or CRMQBO_EditLead and place your new field onto this screen too. Let me know if you need any more help!

- Jason

Re: Add field to leads window

rodsstuff — Thu, 18 Apr 2013 23:04:05 GMT

That worked and thanks. I saved the lead and all is good except when I click on the go to lead. the information is not in the lead information area of the next window.

Re: Add field to leads window

Method_Jason — Thu, 18 Apr 2013 21:53:52 GMT

Hi Rodney,

To start, you should add a new field into the Customer table. To do this go to Customize>Tables/Fields. Scroll down to the Customer table and click Edit Fields.... The type of field you want to add is a DateTime field. Don't forget to click the Add Field button and then the Finished Editing Fields button when you're done. See my first screenshot below.

After you have added the field into the table, you can go ahead and place it on the screen. To do this, go to Customize>Screens. Find the screen called CRM_NewLead or CRMQBO_NewLead for Quickbooks Online users. In order to make edits to it you must first make a copy of the screen as you cannot edit stock Method screens. From here you can replace existing links to the stock screen, or put your new screen into a tab of your own. It's up to you.

Once you're in the screen designer, simply drag your newly created field from the Add Fields tab onto the screen. In your case, drag it to the Lead Information section (see my second screenshot below). If you need more help on how to customize, I suggest watching our webinars. Scroll to the bottom of the page to find the Customization section. Getting Started With Tables and Fields might be a useful one for you. Also, visit our Help Center where there is a lot of useful customization tips.

- Jason

Add field to leads window

rodsstuff — Thu, 18 Apr 2013 20:54:04 GMT

I want to add a custom field to the New lead window. By default the window is divided into two parts. The top for the lead info and the bottom labeled Lead Information. In the Lead information area I need to add a new date field. I want to it say "Lead Event Date" then a box for the date. I also need this date to be searchable.

Can someone help me add this field?
Thanks Rodney