Method Community

I am currently trying to add a dropdown field to the Customer Table and I am trying to create the dropdown's sequentially so say the caption is Fabricator, then the next one is captioned Fabricator 2, and so on. The problem is when I reach the third step an error message pops up saying that an error has occurred and that an email has been sent ...

A grid is not a bad idea. What I am wanting though is the grid to be located in the Edit Customer screen and not the Leads screen. Would it still be able to filter the leads based upon a dropdown entry located with in the Leads screen ex: if the lead had one of our customers entered as a "fabricator" in the dropdown within the Edit Lead ...

Is it possible for a dropdown to be treated as a field so another dropdown can pull from it? For example if a customer and a lead were connected through work orders etc where the customer uses our product to help create a finished product that they then sell to a lead, and in this case I already have a dropdown in my edit lead screen that is ...

Let's say that I have a customer that does work with my product that a lead then purchases from the customer. Is there a way to link the lead to the customer so that I can go to the customer directly from the edit lead screen?

By setting up a new user that cannot sign in, am I paying for a new user still? Also, I am doing a dummy one to test it out now, when it asks if the login is Active do I say it is even though the user will not be able to sign in?

Yes we would be sending the information to our fabricator so once they have finalized the product they can be in contact with the customer.

Is it possible for me to be able to create, or if there already is, an action or button to pull the lead information into an email or even better make an email template  that I can then send to share that information? Almost like outlook does with sharing the contact info in a business card format or something with similar information? Matt

I am currently working on ways to "customize" method without changing it too much. Is there a defined line or at least grey area, where after so much changing or customizing, help and/or updates for the CRM become incompatible?

Is there a way to classify customers and then to link them with leads without having to completely customize the screens? Matt

There seems to be a problem whenever I try to open a particular customer to try and edit them. I have the admin role so there is nothing that I am not able to access, and I still get this message: The record you are trying to load does not exist, or you do not have permission to view it. Once I exit that and once again click on the customer that ...