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Naeem, Perfect.  Thank you! - James

Naeem, One more question: I notice that the contacts (table) record remains (with partial data) after manual deletion.  Is there  MethodCRM specific reason I would not want to delete the contact record as well?  In this situation these are duplicate leads. Thanks again, James

Naeem, Understood.  Thank you very much.  I was close...but just a little confused. All good now. 

In our system, we are assigning a unique FullName which is made up of characters from the LastName, the Address, FirstName, and ZipCode.  So, a new lead might be assinged the FullName of SENICK14740JIM2484J.  A duplicate lead (of which we acquire many) would have a FullName of SENICK14740JIM2484J(2). I have a new screen with a new ...

Would it be possible /adviseable to add new lead rating records to the LeadRating table?   -James

Ben, Not a problem.  Works as expected now.  It sounds like a stylesheet z-index issue.  Thank you for your help.  Just to clarify, this was in the Additional Info tab on the editCustomer screen.  The TagList field works fine in the Address area above the tabbed area (Additional Info, Payment & Job Info, ...

thank you ben. details have been sent.

thank you for your response ben.  i apologize for the delay in my own.   to clarify, i never expected to see contacts tags appear as customer based tags. the problem i am having is that the create button does not appear. i simply get a tiny (approximately 10 pixel square) empty bubble upon hovering over the tag icon. i will attach a ...

I am trying to add the TagList field to a custom screen.  The TagList in question is newly added to the customer table (as opposed to the contacts table).  The tags icon does appear as expected.  But it does nothing but show a tiny empty bubble upon hovering over it.  The bubble then does not disappear unless I ...

Adam, Thank you for the reply.  I have tried the stock estimate template and just now tried the stock estimate screen (I was not aware that we were not using the stock estimate screen until now).  No joy.  Also to clarify, I did not mean to imply that either Val or Mandeep caused the issue, rather I was just wondering if there ...