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When you first copied the screen you should have selected Replace links to an existing screen on Step 3 of 3. That's most likely why the option is not showing up when editing a contact. In order to get around this you can create a copy of your customized screen and do what I mentioned, remember to replace the original screen: ...

Awesome! Glad to hear you're up and running 

I created my custom field in the Customer table as well. Did you delete your linked field then re-add it to point to the Entity table? - Ashur

Yeah I heard of one user experiencing something similar on Windows 8 while using Internet Explorer 10. However, using Google Chrome or Mozilla Firefox works fine. - Ashur

Hi Jon, Welcome to Method! I'm impressed with how quickly you picked up on the customization aspect of the CRM, great work. What you're doing is perfectly correct, however I'm not sure why the field is jumping back to the main list when you try adding it to the screen, it should work. Are you by any chance using Windows 8 and ...

Here's a link to our Outlook Plug-in Help Centre Articles. - Ashur

Hi Matt, Welcome to the Community Forums! Not sure exactly what you mean but it sounds like you're under the impression that Outlook contacts are synced with Method. If that's the case then there's no need to worry as Method only syncs with QuickBooks. Our Outlook Plug-in can sync Appointments/Activities with Method and you can add ...

Hi jwarren, I'm unable to replicate what you're describing, ensure thay you paste the color code using capital letters but once you paste press the tab button since the color chart displays. Click Save Settings, navigate to the Tables/Fields tab link to ensure the Grid Header color has indeed changed, then sign out and sign back in. ...

I'm assuming you followed along with the tutorial and created a copy of the CRM_CustomerList screen then edited it to include a button with the Generate Report action in it correct? If so then go to Customize > Screens, hover over the screen you customized which will have it's name bolded, then click the View button on the left of the ...

Alright I just did the same thing you did, but instead of using County I used my own custom field. I was able to get the field to show up on my report successfully. Two things that could be the cause here: 1) The linked field you used is not linked correctly, i.e. it's linked to a dropdown field which is associated with another table. ...