Method Community

Hi jpfiester, After you've saved your lead you can add any additional information in the Notes section: Scroll down to the bottom of the screen and click More actions... then click Notes. However, if you want to store the address in fields for use later on, i.e. through actions, then you would need to customize the EditLead screen and ...

Can you also please advise whether you are using the stock EditCustomer screen or a custom one? - Ashur

Hi dottie, You need to edit your ContactsList screen and add the 'Name' field, which is actually linked to the FullName field in the Entity table, as it is a required field. Any field with a red asterisk next to it in the stock screen is important and needs to be included, please see the screenshot below. - Ashur

Hi handcrafted, Try placing those fields in separate rows and check the outcome. Double check the settings for both fields and play with their alignment settings, alternatively edit them to show next to each other then remove the setting and see if that helps. Not sure exactly why the alignment is now off on your screen, I've tried ...

Hey John, What version of Method CRM did you perform the customization on, the Septemper or October version? Please ensure you are logged into the appropriate version on your mobile device as well, i.e. if you performed the customization on the October version then ensure you are using the October version on your mobile device. To find ...

Hey viret56, FYI - Our October release is now available and it includes the ability to clear checkboxes in a grid. If you want to start using it go to the Method CRM login page and at the bottom of the screen click the Switch to the October version link. - Ashur

Hi again Jessica, As stated over the phone this is definitely something that can be done through customization. It would involve having your own custom List Builder screen and editing it to select only the Customer Types you would want to include in your list. If you would like to setup a session with one of our consultants for training or ...

Hi Denice, Correct me if I'm wrong but from what I understand you have an action setup to export your workorder list to PDF. If you want to edit what columns show up on your report you can click the little gear icon on the bottom right corner of your grid and deselect whatever you don't want to show on the report, then click Update. ...

Hi MikeB, This is already included within our stock EditCustomer screen. You can copy that screen if you want to make customizations to it or view the different fields/objects and actions associated with them: Customize > Screens > then find the CRM_EditCustomer screen, click copy, and go through the wizard. Below is the Document ...

I recommend that you start your list again from scratch. Remove all entries in your list on Step 2 by clicking the Remove All button at the bottom of the screen, then go back to Step 1 and build it again. If you're still seeing duplicate contacts in your List Builder but not your CustomerList then enable the MethodSupport ...