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[quote user="pdirect"]I did exactly what was outlined except when I click ok it does not save fine and I get the error message.[/quote] Please email me directly at c.ridgway@methodintegration.com - I'd like to connect and review your steps to see if I'm missing anything. ~C

Here is what the user says in response:   I did exactly what was outlined except when I click ok it does not save fine and I get the error message.

[quote user="pdirect"]It's not a custom screen [/quote] I convereted a lead to a customer through the opportunity screens in two ways and neither produced an error so please let me know what you did different from me.  From the Leads and Contacts List screen I clicked Go To... on a lead then clicked on the Opportunities section ...

[quote user="bcr_garrett"]should I expect this functionality in the future?[/quote] There is no timetable for adding this feature at the moment but I will ask the team and follow up here. ~C

It's not a custom screen ... but I already detailed how to reproduce so I'm not sure what else you might want me to add.

[quote user="pdirect"]When we win an opportunity and update this to convert the lead to a customer, we receive the following error:[/quote] I just put through a test on my own account and I could not trigger this error.  Are you working off a custom screen?  Can you reproduce this error with our stock screens? ...

When we win an opportunity and update this to convert the lead to a customer, we receive the following error:  Field is lead status only, cannot be updated in table. Action Sequence Order: 138  

Ran into this situation as well - needing to apply a Credit to an Invoice from Method...should I expect this functionality in the future? Garrett

@Rolf Please be advised that the resolution for this issue is currently in our "June" Version on our Stage site (look at the option at the bottom when you sign into Method) . 

[quote user="Bridal Association"]I need to create a custome field for text in the activity window...[/quote] First up, welcome to Method! To add a custom field to the Activity screen you'll first need to add this field to the Activity table. Click Customize > Tables / Fields and click the Activity table. Type in your ...