Method Beta General Q & A

Re: Adding Contacts

Method_Adam — Thu, 27 Nov 2014 19:22:29 GMT

Hi Ty,

I see what you mean now. I'll bring this up to the team.

- Adam

Re: Adding Contacts

tmeyer — Wed, 26 Nov 2014 06:48:29 GMT

from customers/ related / and then +new.

from the stand point of adding a new contact to a existing customer. once you select +new then you click create and have to find customer again.

Re: Adding Contacts

Method_Adam — Wed, 26 Nov 2014 05:00:26 GMT

Hi Ty,

I don't see an option to add a new contact from either the View Cusotmer or View Contact screen. There is a link to the New Contact screen from the Contact List, but shouldn't auto populate the customer info since the screen wouldn't know which customer info to autofill.

Can you give me some more information on where you are seeing this? I might be just overlooking something, but I don't see this option in the View Contact or Customer screens.

- Adam

Adding Contacts

tmeyer — Sat, 22 Nov 2014 16:14:42 GMT

When adding a contact from a customer screen I would think that this would auto fill from the existing customer, having to reselect the customer from a drop down screen is to much work and possible mistake.

I do like the option of adding a new Vendor or customer/ lead from this screen.