Method Community

[quote user="Denice"]but is there a way to edit what is exported permanently so I don't have to do that every day?[/quote] Not exactly - the only way to acheive this without editing your grid would be to build a custom report using the report designer.  While possible, it's certainly more customization than adding ...

Hi January, You will not be able to customize the stock options in the LeadStatus field because Method automatically inserts values into this table when converting leads to customers. Why are you looking to add values to the Lead Status field? What is your end goal? - Ashur

Yes if you're using the Windows operating system you can create your own custom reports using the Method Report Designer. I've added a button to one of my custom screens and applied the Generate Report acion to it. When editing the action you have the option to choose from a list of current reports or to use the Report ...

[quote user="dottie"]I get a message that says the field Name is a required field.[/quote] It sounds like you've got a custom version of the Add/Edit contact screen with the name field removed - name is required for any add/edit contact screen.  It would be a good idea at this point to review the stock screen vs. the one you ...

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