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Hi Brian, I actually had a very similar question recently. Check out this forum post. Remember that you have to also add the fields to your screen, not just to the table. Let me know if you have any further questions! Jason

Hey Brian, You're on the right track! Once you add a field to the customer table, you still need to display it on a Screen (for example New Customer or Edit Customer screen). To do this you must go to Customize -> Screen and then copy the screen you want to change.  From there you use Screen Designer to add the ...

I appologize in advance for the many questions but I am starting to feel a bit retarded.  I just want to add a new field to the customer screen, just something that will be in the CRM.  I have clicked on the Customize Tab -> Tables / Fields -> Customer -> Edit Fields. Then clicked Add a New Field, typed a Field Name ...

A user is getting this error after customizing the stock Opportunities List screen:  Dan, When you copy a screen you have the option to Replace links to an existing screen. If you don't replace the links, then some Go To Tab Link actions may end up pointing to a tab link that doesn't exist anymore. There is an easy way to ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Estimates Fixed (#4401) - Estimate numbers no longer get cleared/reset when clicking Update on the line item grid (QBD & QBO) Cheers, Michael

Hey NOVA Sales, Thanks for your inquiry. We recently posted a Release Note regarding this change for the CRMQBO_EditCustomer screen here. Sam

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Document Links New (#4413) - added SmartVault ‘Fetch’ support for Estimates and Invoices (QBO) Edit Customer New (#4413) - added SmartVault ‘Fetch’ ...

Hey Ecoxotic, I've tested this issue by creating a simple web form with the LeadSource field. In the Edit Field Description prompt, set the Default Value to 'Web', click the Hidden checkbox, and update the field by clicking Update. Lastly, click finish to save those changes. I've attached a screenshot of ...

I see that the screen CRMQBO_EditCustomer was updated but I couldn't figure out what had changed and it wasn't listed in the online release notes. We have modified this screen for our application and I want to know what changed so I can determine if we should update our screens.

Hey Grif, Method is able to create leads from your website using the Method Web Forms feature. This is located in under Customize -> Integration Tools -> Method Web Forms. The Basic Web-to-lead form will allow you to generate leads from visitors without the need for them to create usernames or passwords. They just fill out the form on ...