Method Community

 LAppeal- The issue here is the format string for the labels. Click on the label that you want to format and you should see '>' appear just above it, click on it. Click ... next to Format string and select the appropriate format. -Michael

 Dan_AA, To actually see the new fields that you add, you will have to customize the screen and add the fields onto it. Go to Customize > Screen and edit the CRM_EditLead screen. In the designer you should see the new fields you added on the left and you should be able to drag them onto the screen. When you go to edit the CRM_EditLead ...

Hi Michael, Just updated to the new CRM after your last message. You are right, it works now for the default PO screen. How do I modify my existing customized PO screen from the old version so that I can avoid this error and get the ship to address fields to auto-populate when I select from the drop down? Hoping to not have to re-create our PO ...

http://www.flickr.com/photos/73123063@N06/6595938919/ --- The Invoice Screen  http://www.flickr.com/photos/73123063@N06/6595939093/ --- The Invoice Print Preview

  I am having two issues between the invoice screen and what the print out looks like. 1) How do I get rid of the time stamp from the selected date 2) How do I set up the proper decimal places in the the Payments/Credit   Thanks!  

My method account has the following settings: email server address: smtp.att.yahoo.com Port: 587 Use SS: no Looking at my notes, ATT said that port 25 on there end was blocked when i was using Method.  Dont know what they mean by "their ports" Good luck. John M

 we cannot find the new fields that we add. Any advice on how I can see these new fields in the Leads screen?; We are in the process of uploading data from our leads. We have had to create additional fields (i.e. a field for “title”). While we are able to successfully upload our data so that it appears in the Leads screen

swm023- Go to Customize > Screens and look for the CRM_EditLead screen, you will have to make a copy of it before you edit it. -Michael 

shelley- I logged into your account and took a quick look, I think you are just using the wrong screen. Under Customer Center > Customer List you are using a screen called Customer List - Admin Sales (You can see this by hovering over the tab link name). Looking at the your most recently customized screen Customer List - Shelley, I can see ...

shelley- Take a look at the filters that are applied to the grid on that screen, make sure that for each filter that is using value from screen that the field still exists on the screen. -Michael