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I'm attempting to do some extensive customization with my CRM to allow my company to do pretty much everything within it. Our company hosts a competition 2-3 a year with various events and levels depending on the amount the customer pays. What are are trying to do is three fold: 1) Customize Method to look for specific paramaters ...

Hi Kpaul222, First off, thanks for the suggestions. We are constantly looking to improve Method and suggestions like these help us in providing the best possible Method experience. In regards to the Listbuilder fields, instead of adding additional fields to filter for different regions, why don't you use our Tags feature? If you tag ...

Also (not trying to be a bother with all of this) is there a way to restore a customer (a different one than the one asked about above) if it has been deleted from method but not from quickbooks so it is still visible now in method but it cannot be editted etc?

I tried that and now the problems start occurring when I add the third dropdown field when all three are pulling from the Record ID field. Since this is in the editing stages before any large number of entries have been linked and what not I just ended up creating dropdown objects that then push the selection choice to a text field. While it may ...

Hi Heather,  I understand that my screenshot may not be viewable to some users. Here it is again. - Jason

Linda, Can you provide the name of the field please. - Ashur

my issue was resolve!

Done.  and the field I am working on is on the screens for adding leads and customers, editing leads & customers (they are copies that I made of the screens that came with the initial install.  They have a (2) at the end of their names. Company account name is SummitBusiness Thanks!

Hi Heather,  Just so I understand correctly, you have taken these fields (street address, city, state, etc.) and combined them into one field that shows the full address. Now you want to seperate them again into new fields on the screen? If the values are already a field in the table, you can drag that field onto the screen. ...