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CF_Pro, I am glad you were able to figure out the first part to your scenario, I guess I slightly missunderstood what you were trying to accomplish. In regards to your latest post here, I still have some issues picturing what you are doing at this point, which makes it hard to answer your question. For your Category and SubCategory fields, are ...

Hi CF_Pro, Am I correct that you are attempting to create a custom screen that, after selecting the initial Category Dropdown, you want a second, subCategory dropdown, that would list info specific to the first selection? If this is the case, I can suggest a slight trick that I would do to accomplish this.  Let's say I have a ...

Hi Michael, I sent you an email about this topic a couple of days ago, if you didn't receive it, but are following this post, could you please get in touch with us?  You can either send me a private email here with your contact info, or give me a call, my contact information is in my signature. I have discussed this further with my ...

Hello Method Users! Thank you for taking the time to read a new iteration of our weekly Method Blog posts.  I’m fairly new to the Method blog, but as a member of the Community Support Team, you may have had the pleasure of speaking with me already ;) Today, I will provide a 'How-To' on something that a few Method:CRM users ...

mmcgrath - I am not sure it would be possible to use a linked field in the Customer Table for the Contacts Title, this would likely cause some issues (what if you have many Contacts tied to one Customer).  Have you considered adding a custom field to your Customer Table, call it "Job Title"?  Just note, with this method if you ...

Hey krp, Sorry for the delayed response -- yes, you are right, RecordID fields are typically the ones that are linked. I might be misunderstanding your question, but most of the tables you mentioned (i.e "Customer") are views on the Entity table, so if you make a change on the entity table it'll automatically update on those ...

Hi mmcgrath, You actually aren't going to see the Title field on the New Lead screen because this screen is based off the Customer table.  The Title field is linked to the actual Lead Contact, not the Lead Customer. To help explain this further, from Method edit an existing Lead, then scroll to the bottom of the ...

Hi krp, Thanks for letting me know, apologies for my misunderstanding early on. I do understand the question now, that you're looking for something that gives the foundational knowledge on customization, and really introduces you to the verbage and base concepts so that tcustomization becomes clearer. Our best resource for this is our video ...

Hi krp, Thanks for the message. I apologize for the frustrations -- we take a lot of pride in our customization, tryin gto make it as simple as possible, and I'm very sorry that it's been a bad experience for you so far. We don't have a tutorial per se, but I can direct you to our help center article series on customization ...

Hi Michael, Unfortunately you aren't doing anything incorrectly here, currently our PayPal implementation has only been setup for US Currency.  We are aware of this issue, and our development team is currently working on a solution for this.  I really can't give an ETA at this time when this will be updated, ...