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You nailed it, Inder!  I was selecting "Schedule a follow up" instead of "Schedule a follow up ?" as the field when selecting the value. Thank you for your patience and help! Meghan

Hello Meghan, Firstly, Call OnScreen Load Button has nothing to do with this. Here are few things that I want you to check: - Make sure that your "Call OnScreenLoadButton" is number one on order action sequence, then "Enter value into Field" and lastly "Call another Action Set Case dialog & New/Edit ...

Inder, I followed your steps exactly... but I'm still not getting the Schedule Follow up to automatically appear.   I'm wondering if the Action "Call OnScreenLoadButton" has anything to do with this?   Meghan

Hi Micahk, This may help you a bit. Instead of having multiple customer contacts screens like u are using now, just use the one screen provided my method and make new filter view. Example: My company is a service base company. We go do a job for a customer and we may never have to go there again. The stock customers and contacts list shows ...

Hello Meghan, Here's my answer. You can definitely set the Schedule a follow up to show automatically on the Edit Case Screen everytime it loads. Here are the steps that you can try: - Create a copy of the Edit Case screen and then click on the Advanced Screen Properties option. - Add action Enter Value into Field on screen and update the ...

I am a new Method CRM user and new to these forums and I have some questions.  I have been reviewing a how-to that Justin set up on custom pricing and before I pull the trigger on it I want to make sure I understand it. Does the customization outlined in the how-to article affect all customers or just the ones that have custom pricing?  ...

Hey all... I'm trying to get "Schedule a follow up" to show automatically in the "Edit Cases" screen.  I have found that it is not as easy as just having the little box default to checked.  Although in creating a New Case, this does work. There is no apparant option under Advance Screen Options for loading ...

Hello, Transactions (estimates, invoices, sales orders) deal with Customers. 'Customer' is a unique identifier between Method and Quickbooks. Only the primary and alternate contacts in Quickbooks are sent to Method. Any other Contacts created in Method can be used for CRM purposes only and will not sync to Quickbooks. You ...

regardless, i'll continue to populate a 2nd list from which my sales staff will have to wade through for leads.  a list of "customers" who aren't actually customers.  This doesn't help me in the slightest.   

Hello Micahk. Here's my answer. As mentioned by Adam in the earlier posts, you can definitely use our tagging feature to tag them and filter them with the tags or you can set them Inactive and then use them when any potential sale comes up. Unfortunately there is no other way to convert a customer back into lead apart from the option ...