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/18469.aspxTue, 30 Jul 2013 17:29:22 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:18469Method_Jason0http://forums.method.me/cs/forums/thread/18469.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=18469<p><span id="mce_0_start" style="overflow:hidden;">Hi<span id="mce_0_start" style="overflow:hidden;"></span> Danish,</span></p> <p><span id="mce_0_start" style="overflow:hidden;"></span>I&#39;m not quite sure what you are asking. On the <span id="mce_5_start" style="overflow:hidden;"></span><strong>C<span id="mce_3_start" style="overflow:hidden;"><span id="mce_4_start" style="overflow:hidden;"></span></span>ustomers<span id="mce_1_start" style="overflow:hidden;"></span> and Contacts<span id="mce_1_end" style="overflow:hidden;"></span>&nbsp;Li<span id="mce_2_start" style="overflow:hidden;"></span>st<span id="mce_3_end" style="overflow:hidden;"><span id="mce_4_end" style="overflow:hidden;"><span id="mce_5_end" style="overflow:hidden;"></span></span></span></strong> screen <span id="mce_23_start" style="overflow:hidden;"></span>you can enter the name of the contac<span id="mce_7_start" style="overflow:hidden;"></span>t you are looking for into the <span id="mce_8_start" style="overflow:hidden;"><span id="mce_9_start" style="overflow:hidden;"></span><em>Contact/Customer/Company<span id="mce_9_end" style="overflow:hidden;"></span></em></span>&nbsp;filter field<span id="mce_12_start" style="overflow:hidden;"></span>&nbsp;(see my screenshot below)<span id="mce_11_start" style="overflow:hidden;"><span id="mce_13_start" style="overflow:hidden;">.</span></span> From here you can click the <span id="mce_14_start" style="overflow:hidden;"></span><em>Go To...<span id="mce_14_end" style="overflow:hidden;"></span></em> link&nbsp;<span id="mce_16_start" style="overflow:hidden;">to see all of the <span id="mce_20_start" style="overflow:hidden;">fields&nbsp;</span>related to the <span id="mce_17_start" style="overflow:hidden;">customer and&nbsp;</span>contact that you selected.&nbsp;<span id="mce_19_start" style="overflow:hidden;"><span id="mce_21_start" style="overflow:hidden;"></span></span></span></p> <p><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><img src="http://i.imgur.com/E5vfEAb.png" width="500" alt="" /><span id="mce_22_start" style="overflow:hidden;"><span id="mce_24_start" style="overflow:hidden;"></span></span></span></span></span></p> <p><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span id="mce_25_start" style="overflow:hidden;">If you would like to<span id="mce_51_start" style="overflow:hidden;"></span> <span id="mce_51_end" style="overflow:hidden;">make a screen where you can&nbsp;</span>select a contact from a dropdown, and have their information automatically populate some fields, you can look into how this is done on the stock <span id="mce_52_start" style="overflow:hidden;"></span>Estimate screen. There are some actions in the <span id="mce_27_start" style="overflow:hidden;"></span><em>Customer<span id="mce_26_start" style="overflow:hidden;">:Job<span id="mce_27_end" style="overflow:hidden;"></span></span></em> d<span id="mce_53_start" style="overflow:hidden;"></span>ropdown field that are triggered upon a <span id="mce_29_start" style="overflow:hidden;"></span><em>Text Change<span id="mce_29_end" style="overflow:hidden;"></span></em> event.&nbsp;<span id="mce_31_start" style="overflow:hidden;"><span id="mce_32_start" style="overflow:hidden;">See below:</span></span></span></span></span></span></span></span></p> <p><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><img src="http://i.imgur.com/KnYUaug.png" width="500" alt="" /></span></span></span></span></span></span></span></span></p> <p><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span id="mce_35_start" style="overflow:hidden;"><span id="mce_46_start" style="overflow:hidden;"></span></span>We don&#39;t have step by step instructions on how to customiz<span id="mce_48_start" style="overflow:hidden;"></span>e something like this, but feel free to get in touch with an&nbsp;<span id="mce_49_start" style="overflow:hidden;"></span><span id="mce_36_start" style="overflow:hidden;"><span id="mce_37_start" style="overflow:hidden;"></span></span><a href="http://www.methodintegration.com/training-customization.aspx">i<span id="mce_33_start" style="overflow:hidden;"><span id="mce_34_start" style="overflow:hidden;"></span></span>n-h<span id="mce_47_start" style="overflow:hidden;"></span>ouse consultant</a><span id="mce_33_end" style="overflow:hidden;"><a href="http://www.methodintegration.com/training-customization.aspx"><span id="mce_45_start" style="overflow:hidden;"></span></a><span id="mce_34_end" style="overflow:hidden;"></span></span> <span id="mce_36_end" style="overflow:hidden;"><span id="mce_37_end" style="overflow:hidden;"><span id="mce_45_end" style="overflow:hidden;"></span><a href="http://www.methodintegration.com/training-customization.aspx"></a></span></span>or a <span id="mce_41_start" style="overflow:hidden;"></span><a href="http://www.methodintegration.com/Consultants.aspx">Method Solution Provider<span id="mce_41_end" style="overflow:hidden;"></span></a>.<span id="mce_50_start" style="overflow:hidden;">&nbsp;<span id="mce_54_start" style="overflow:hidden;"></span></span></span></span></span></span></span></span></span></span></p> <p>Jason<span id="mce_2_start" style="overflow:hidden;"></span><span id="mce_1_start" style="overflow:hidden;"></span></p>http://forums.method.me/cs/forums/thread/18459.aspxTue, 30 Jul 2013 05:23:10 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:18459Danish0http://forums.method.me/cs/forums/thread/18459.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=18459<p><br /><span style="overflow:hidden;">I have a query regarding Method <span style="overflow:hidden;" id="mce_2_start"><span style="overflow:hidden;" id="mce_3_start"><span style="overflow:hidden;" id="mce_4_start"></span></span></span>CRM. Can <span style="overflow:hidden;" id="mce_15_start"></span><span style="overflow:hidden;" id="mce_2_end"><span style="overflow:hidden;" id="mce_3_end"><span style="overflow:hidden;" id="mce_4_end"></span></span></span><span style="overflow:hidden;" id="mce_16_start"></span>y<span style="overflow:hidden;" id="mce_5_start"><span style="overflow:hidden;" id="mce_6_start"></span></span><span style="overflow:hidden;" id="mce_9_start"><span style="overflow:hidden;" id="mce_10_start"></span></span><span style="overflow:hidden;" id="mce_11_start"><span style="overflow:hidden;" id="mce_12_start"></span></span><span style="overflow:hidden;" id="mce_13_start"><span style="overflow:hidden;" id="mce_14_start"></span></span>ou <span style="overflow:hidden;" id="mce_7_start"><span style="overflow:hidden;" id="mce_8_start"></span></span>tell us is it possible to create a screen such that when we enter a name of new customer/lead other details<br />related to the key field becomes available.&nbsp;</span></p> <div><span style="overflow:hidden;" id="mce_1_start"></span><br /><span style="overflow:hidden;" id="mce_16_end"></span><span style="overflow:hidden;" id="mce_7_end"><span style="overflow:hidden;" id="mce_8_end"></span></span>If possible kindly provide us link where step by step instruction is given regarding this.</div> <div>&nbsp;</div> <p><span style="overflow:hidden;" id="mce_1_end"></span></p> <div>Regards,<br /><br /></div> <p style="text-align:justify;" dir="ltr"><span style="overflow:hidden;" id="mce_20_start"></span>Danish Anwar<span style="overflow:hidden;" id="mce_21_start"></span></p> <p style="text-align:justify;" dir="ltr"><span style="overflow:hidden;"></span>Lead C<span style="overflow:hidden;" id="mce_18_start"></span>o<span style="overflow:hidden;" id="mce_19_start"></span>o<span style="overflow:hidden;" id="mce_17_start"><span style="overflow:hidden;" id="mce_25_start"></span></span>rdinat<span style="overflow:hidden;" id="mce_25_end"></span>o<span style="overflow:hidden;" id="mce_28_start"></span>r<span style="font-size:12pt;">&nbsp; </span></p> <p dir="ltr"><span style="overflow:hidden;" id="mce_23_start">AINiT CS</span><span style="font-size:12pt;"><span style="overflow:hidden;" id="mce_30_start"></span></span></p> <p dir="ltr"><span style="font-size:12pt;"><span style="overflow:hidden;"></span>T<span style="overflow:hidden;" id="mce_29_start"></span>el: +92-2<span style="overflow:hidden;" id="mce_26_start"></span>1<span style="overflow:hidden;" id="mce_27_start"></span>3-5883852<span style="overflow:hidden;" id="mce_24_start"></span></span></p>