Method:Classic General Q&A

Re: Client and lead specific information

SalesMan — Thu, 02 May 2013 22:31:59 GMT

I will give this a try and get back to you with my results.

Re: Client and lead specific information

Method_Ashur — Thu, 02 May 2013 21:54:38 GMT

You can do this in Method by adding a new field to your Customer table, for example, named PrinterInfo. Then make copies of and edit the applicable Customer (and possible Lead) screens in order to add this field to the screens for use:

CRM_EditCustomer
CRM_NewCustomer
CRM_EditLead
CRM_NewLead

To edit a table go to Customize > Tables/Fields > find the table you need to edit and click on its name, then add fields as required.

To make a copy of a screen and edit it go to Customize > Screens > hover your mouse over the screen name and click the Copy button to the left of it, finish by going through the wizard. Once that's done find the copy which you just made, hover your mouse over its name and click the Edit button to the left of it. You'll be taken to the Screen Designer where you can customize the screen to your liking.

For more info regarding customization check out our Customization Webinars, and our customization related Help Center articles. If you have further questions regarding customizations please feel free to continue posting them on our forums for assistance. Hope this helps!

- Ashur

Re: Client and lead specific information

SalesMan — Thu, 02 May 2013 17:44:38 GMT

Ashur,

I think I might want to use this in Method only.

I find it easier to use Method than QB.

I don't really see the need to have this in QB for the purpose of marketing and customer support.

Kyle

Re: Client and lead specific information

Method_Ashur — Thu, 02 May 2013 17:10:05 GMT

Hi SalesMan,

You'll need to add a custom field for this, which is very simple to do. You can even create a Custom Field in QuickBooks, that way this data will sync between Method and QB. To do this in QuickBooks edit a customer, click on the Additional Info tab, then click the Define Fields button. A new screen will pop-up(screenshot below) where you can type in the field name (label), specify which tables to add this field to (e.g. Customer, Vendor, Employee), select what type of data will be stored in this field (e.g. text, numbers, date, selections list, etc.), and finally specify whether or not it's required on Transactions or Lists. The latter two are only used in specific scenarios which I don't think will apply to you.

Let me know if you would rather do this in Method instead. If this field is created in Method then it will not sync over to QuickBooks.

- Ashur

Client and lead specific information

SalesMan — Thu, 02 May 2013 16:43:48 GMT

There are several different services we providie our clients.

In addition to print we also sell supplies for large format printers.

What I am looking to do is add printer information to the client for querying?

Is there an out of the box field I can use or is this a custom attribute I need to add

Kyle