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Hello Mike,     Yes, the LeadRatingRecordID field would be linked field through the Entity field.  It then should be available in your filters and sorts. Greg

Never mind - I figured it out. But now I have a different problem. I changed the default sorting for the grid so that LeadRatingRecordID was first, followed by Fullname and then Special Contact (which was already there). But now the first bunch of rows are all instances where the lead rating is blank. Is there any way to have the blank entries ...

What table are the PortalUsername and PortalPassword values stored in?  I have looked in Customer, Entity and Contacts.  Each of these tables has PortalUsername and PortalPassword columns but none of them contain values for "accounts" I know have used the Customer Portal.  Help!  Thanks.

Thank you very much. Quick question though: I assume I'm adding the LeadRatingRecordID as a linked field to the Contacts table? As for the sorting, once the LeadRatingRecordID is in the Contacts table, I should be able to add it as the first default sorting parameter for the grid itself.

Hello Erik,     I had another suggestion.  You can create email groups for each of your companies.  This would work by emailing the groups email, say admin@Acmeco.com and it sends out emails to multiple email accounts. Greg

Hello Mike,    This is certainly doable.  I can break it down.  > The Lead Rating Record ID (ie. LeadRatingRecordID in the pick) is from the Entity table.  In the picture, I added the field to the contacts table to have it available. > It does seem you would be better off creating a filter instead of a button ...

Hello,    I am unaware of any workaround.  It looks like the Microsoft Office Customization Installer allows third-party apps to be installed in Outlook.  I did a quick search and didn't find any alternatives. Greg

Hello,    With the default screens, we do not have inventory management capabilites.  It can be done with some customization depending on your needs.  We do sync with Advanced Inventory, but in a limited capacity.  Check out the page on Advanced Inventory if you have this QuickBooks add-on.   I hope this helps, Greg

Hello Erik,      Method has the ability to send emails to multiple people in the same company.  When a contact for a company unchecks "Opt Out Of Billing?" in the Edit Contact screen, they will get invoices sent to the company from Method.  This way multiple people from the same company can receive the same ...

I'd like to sort the grid in the Lead List screen by our "Lead Rating" variable so that it can be exported/printed in an acceptable order. The values are 1. "Hot" 2. "Warm" 3. "Cold" 4. "Won" 5. "Lost". The ideal way would be to do this via actions attached to a ...