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Scott, I have been working on alternatives for this, unfortunately there are no easy ways to accomplish this and be able to utilize the listbuilder in Campaigns.  I am not saying this would not be possible, but it would require some screen customization.  One example, is, as I have said above, you can manually enter tags for Customer ...

Hi Juliet, I believe you are on the track, I will do my best to guide you the rest of the way. First, we need to figure out the correct table to add this field to, as you found out, it isn’t called “Leads”.   The Leads screen is actually linked to the “Customer” Table, so the fields in the “Add ...

Yes that sounds correct.  Are there any custom fields that are in the old account that haven't been added to the new account?  This may cause issues if the tables and fields don't match and especially if the field is used in the report.   If you wish, you could you also email me your Method company account info and turn ...

Hi Rolf, Just to get a better understanding can you please advise what information you would want to display on the report? You mentioned the Customer and Activity tables, do you know wht specific fields you want to show? Grouping and sorting may be a little painful but once we have more information we can help guide you. Additionally we ...

Marcelo, To create a dropdown field, you should start in the Customize>Tables/Fields tab link. Find the table that you would like to add the dropdown field to, in this case probably the ActivityJobItems table. Click into Edit Fields... and from here the Field Type option will let you choose a new ...

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. ...

Just tested it on my account and I'm unable to replicate this. Left both the email and opt out checkboxes blank and selected only Active Customers. Generated my list and I saw only customers with emails that are not set for opt out of marketing. For the purposes of this test I intentionally set several of my contacts for opt out of marketing ...

[quote user="Rolf"]This also allows the data copy checkboxes to remain in the desired state indefinately, I assume.[/quote] Definitely. When I had that option selected in account 1, after the copy, account 2 also had the option to copy data selected by default - it looks like the table settings are also copied over. [quote ...

dottie, I didn't explain the why you can't do this.   When you add a field to a existing table there is no way for us to figure out where on the screen you want that field to go so we may mess up an existing screen.  It may be a required field which would further complicate automatically adding a field.  The only ...

First you'll need to create a link to the Activity table from Invoices so open up the Customize > Tables/Fields screen and click on the Invoices table. You'll want to Add a New Field and give it any name (this field just creates the link). Select the Field Type as a Dropdown and click Add Field. You'll want to ...