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/20372.aspxFri, 20 Dec 2013 22:12:13 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:20372Method_Greg0http://forums.method.me/cs/forums/thread/20372.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=20372<p><span style="overflow:hidden;" id="mce_0_start"><br />Hello ntorres2014,<br />&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; It sounds like you want to customize the screen and take out some of the fields you do not need.&nbsp; You can do this by copying the proper Lead screen (with selecting &#39;replacing links to an existing screen&#39;)<span style="overflow:hidden;" id="mce_2_start"> so you can edit it.</span>&nbsp; You will do this in the Customize tabs -&gt; Screens screen. Then you can take out the fields you don&#39;t want to have.&nbsp; You will have to look out for any required fields so you don&#39;t remove them from the screen.<span style="overflow:hidden;" id="mce_3_start"></span><br /><br /><span style="overflow:hidden;" id="mce_7_start"><span style="overflow:hidden;" id="mce_8_start"></span></span>&nbsp;&nbsp;&nbsp;&nbsp; The Help Center on customization can be found <span style="overflow:hidden;" id="mce_10_start"></span><a href="http://www.methodintegration.com/method/kb.aspx?folder=methodcrm&amp;article=Best-practices&amp;id=256%20"><span style="overflow:hidden;" id="mce_6_start"></span>h<span style="overflow:hidden;" id="mce_9_start"></span><span style="overflow:hidden;" id="mce_5_start"></span>ere<span style="overflow:hidden;" id="mce_6_end"></span><span style="overflow:hidden;" id="mce_10_end"></span></a>. <span style="overflow:hidden;" id="mce_13_start"><span style="overflow:hidden;" id="mce_14_start"></span></span><span style="overflow:hidden;" id="mce_15_start"></span><span style="overflow:hidden;" id="mce_15_start"></span><span style="overflow:hidden;" id="mce_4_end"></span> There is also a place for webinars you can view on customization.</span><span style="overflow:hidden;" id="mce_1_start"></span><span style="overflow:hidden;" id="mce_7_end"><span style="overflow:hidden;" id="mce_8_end"></span></span><span style="overflow:hidden;" id="mce_13_end"><span style="overflow:hidden;" id="mce_14_end"></span></span><span style="overflow:hidden;" id="mce_16_start"><span style="overflow:hidden;" id="mce_17_start"></span></span></p> <p><span style="overflow:hidden;" id="mce_16_start"></span>I hope this helped.</p>http://forums.method.me/cs/forums/thread/20369.aspxFri, 20 Dec 2013 20:20:21 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:20369ntorres20140http://forums.method.me/cs/forums/thread/20369.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=20369<p><span id="mce_0_start" style="overflow:hidden;">I would like to find a way to make a lead without haveing to choose lead type hot,cold,open,ec<span id="mce_1_start" style="overflow:hidden;"></span>t...</span></p>