http://forums.method.me/cs/forums/13.aspxAsk technical support questions, how do I? Questions... Or anything else you want to know from the Method Team and other Method users.enCommunityServer 2007.1 SP2 (Build: 31113.47)http://forums.method.me/cs/forums/thread/17622.aspxTue, 28 May 2013 14:44:38 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:17622Anonymous0http://forums.method.me/cs/forums/thread/17622.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=17622<p><span style="overflow:hidden;"></span></p> <div><span>Hi Green Guard Services,</span></div> <p><span style="overflow:hidden;"><span><span id="mce_4_start" style="overflow:hidden;"><span id="mce_5_start" style="overflow:hidden;"></span></span>Yes, you are able to customize the Lead Rating field to display spec</span><span></span><span>ific drop down values. To do this, you will have to build a new Lead Rating screen based off the LeadRating table and add a grid to show the current values. Afterwards, you can use the&nbsp;</span><a href="http://www.methodintegration.com/method/kb.aspx?folder=methodcrm&amp;article=Save-All-Sections&amp;id=118" target="_blank">Save All Sections</a><span>&nbsp;and&nbsp;</span><a href="http://www.methodintegration.com/method/kb.aspx?folder=methodcrm&amp;article=Delete-active-record&amp;id=107" target="_blank">Delete Active Record</a><span>&nbsp;actions&nbsp;to modify the table.</span></span></p> <p><span style="overflow:hidden;"></span></p> <div><span>With regards to the grid refresh issue, this is a known issue. Please read&nbsp;</span><span></span><a href="http://www.methodintegration.com/cs/forums/p/2676/10038.aspx#10038" target="_blank">h<span></span>ere</a><span><a href="http://www.methodintegration.com/cs/forums/p/2676/10038.aspx#10038" target="_blank"><span><span></span></span></a><span>.&nbsp;</span></span><span>A workaround would be to click the refresh icon at the bottom right of the grid.</span></div>http://forums.method.me/cs/forums/thread/17618.aspxMon, 27 May 2013 23:31:39 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:17618green guard services0http://forums.method.me/cs/forums/thread/17618.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=17618<p>Does anybody know if the &quot;Lead Rating&quot; can be customized? &nbsp;Warm, Hot and Cold is very rudamentory. &nbsp;</p> <p></p> <p>Also when I create a new lead&nbsp;<span id="mce_0_start" style="overflow:hidden;">then select &quot;leads and contacts list&quot; it dosent show the new lead unless I referesh narrow back down to that list....</span></p> <p><span style="overflow:hidden;"><br /></span></p> <p><span style="overflow:hidden;"><br /></span></p>