Method Community

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.

Contact Info Tab New (#3884) - you can now see the sales rep initials(QuickBooks Desktop)/assigned to username(QuickBooks Online) and sales reps name for the contact. Cheers, Danny

Hi handcrafted, Try placing those fields in separate rows and check the outcome. Double check the settings for both fields and play with their alignment settings, alternatively edit them to show next to each other then remove the setting and see if that helps. Not sure exactly why the alignment is now off on your screen, I've tried ...

[quote user="taurusgardening"]how do I set this up.  I was able t do this last year but since an update early in this year, seem unable to do so now.[/quote] If this option existed previously it was removed as I can see no way to initiate a calendar load using more than one default resource.  I'll put in a feature request ...

Hey John, What version of Method CRM did you perform the customization on, the Septemper or October version? Please ensure you are logged into the appropriate version on your mobile device as well, i.e. if you performed the customization on the October version then ensure you are using the October version on your mobile device. To find ...

Hey viret56, FYI - Our October release is now available and it includes the ability to clear checkboxes in a grid. If you want to start using it go to the Method CRM login page and at the bottom of the screen click the Switch to the October version link. - Ashur

Good morning, I noticed this morning that there is a slight alignment problem with the October version in my estimate screen. The tax line is supposed to be under the subtotal linie but in the October version it is now to the right of the subtotal. I have attached screenshots for your review, as you can see, it is under the subtotal in the ...