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I would like to create my own Lead Status values other than Open, Qualified and Unqualified. I have been unable to find where to make this change.  Is it possible for me to do so? And will it be ok if I do (i.e. I don't want to break anything!). Thanks, January

Thank you!

Ashur, That did it...just have to make sure its both on October.  Thanks! John M

 Thanks, this is a great work around, but is there a way to edit what is exported permanently so I don't have to do that every day?

[quote user="taurusgardening"]How do I go about adding a self populatuting address field box in the Add/editwork order screen so that when I enter an already existing client, the address pops up[/quote] First off the address is already stored with each work order once saved - your customization would be for display purposes on this ...

Forgot to mention that if you do end up customizing the EditLead screen, you will also need to customize the EditCustomer screen as well so that when you convert leads to customers all the address information is kept. - Ashur

Hi jpfiester, After you've saved your lead you can add any additional information in the Notes section: Scroll down to the bottom of the screen and click More actions... then click Notes. However, if you want to store the address in fields for use later on, i.e. through actions, then you would need to customize the EditLead screen and ...

Can you also please advise whether you are using the stock EditCustomer screen or a custom one? - Ashur

Hi dottie, You need to edit your ContactsList screen and add the 'Name' field, which is actually linked to the FullName field in the Entity table, as it is a required field. Any field with a red asterisk next to it in the stock screen is important and needs to be included, please see the screenshot below. - Ashur

Good morning! I need to have multiple addresses for a Lead other than the primary Billing/Shipping addresses. Is there a way to accomplish this without creating lots of custom fields? Thanks.