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Hi jessicagoodwin, The other customers aren't being deleted, they're just not being displayed because you're filtering by 'Type'. If you remove the text in the filter box and click Cancel on the bottom right corner of the grid, the original list will show up. Easiest way to include multiple customer types for your ...

Thanks for the suggestion, I passed it along to our dev's so lets cross our fingers and see what can be done! - Ashur

Hi jessicagoodwin, If you only need to remove a few duplicates you can click the check box next to each contact and click Remove Checked at the bottom of the screen. However if you have a large number of duplicates then we need to know how your list was created. When you used the List Builder how did you fill your list, did you fill with ...

Sorry for the misunderstanding and thanks for the clarification. What you're looking for can't be done as this is not something that has been implemented into Method. - Ashur

Hi Shane, Yes you can change your Default Email Preferences in Method CRM by clicking on Customize > My Account > and then click on the (view / edit...) link next to Default Email Preferences. Finally, add the outgoing (SMTP) information for the mail server you would like to use. This can easily be found by performing a Google search. ...

Darryl sent a follow up email -  [quote]How do I edit a form already created?[/quote] You can edit an already created form from the same screen you started the creation process on: Customize > Integration Tools > Go to Web Forms... > Load Existing Web form > Load. - Ashur

This question came in from Darryl via email -  [quote]How do I view web forms that I have created?  Is there a list somewhere in my account?[/quote] Hi Darryl, When creating/editing your web form, Step 9 of 9 will show the final layout of how your form will look. Additionally, you can also navigate to the web address which will ...

Please clear your browser cache then restart your browser and if you've disabled pop-up's ensure that the following URL's are in the exceptions list: methodcdn.com methodintegration.com Let me know what happens after you've done that. - Ashur

Hey Shane, If you're currently editing a screen and want to see the actions associated with Fields/Object just right-click somewhere on the screen and choose 'Show Summary'. Scroll down through the list and when you get to a field/object that has actions you'll see a 'Show/Hide' link, click the link to expand the view and ...

Hey Shayne, I'm unable to replicate the issue you're experiencing. Did you manually add the 5 selections to the Default Value column for the ParentFullName field? If so how did you add them, did you simply type them in? If you haven't done so already please try the following: Deleting the ParentFullName row, save the web ...