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Hi DanaBinPA, I think the best way would be to add the Contacts table to the Customer table as a dropdown. The dropdown would be based on the recordID of the Contacts table. Then add a linked field of the Name field from the Contacts table to the Customer table. This will then make these field available in the EditLead screen. Just edit ...

Thanks a lot, Adam. I appreciate those good screen shots. I used the better way, as you suggested, and added a second action. It works, but if I change the template selection the From Name field goes blank again and I have to go back to unclick "Send an email" and then click "Send an email" again to get my company name to ...

Greetings, I cant add any fields to the ActivityJobItem table.  Tried both feb and oct verision.  Any ideas? John M

Hello, I am having an issue with one of our accounts. After i i hit go to on the customer grid and it takes me to the edit customer screen, I receive an error saying Job Number does not support editing. Any idea why this might be happening? Thank you

Hi Jack, There are lots of places to send an email through Method, but if you are contacting customers, the activity screen is the place you probably want to be. So you're in the right spot. When you say you've changed the default in the From Name field, do you mean in the Send Email action?  If so, I think what you're seeing is ...

I recently created a drop down list. I cannot for the life of me remember how to edit it in Method. I found the table, but I cannot figure out how to add more names. I also want an "add new" option at the end of the list. Thank you!

I am a new user and have tried numerous times to import into the invoice table using the integration tool under customization. My data was validated and was allowed to click 'begin import', however, it shows no progression of the import on the import status bar, even after many hours. What am I doing wrong?

Hello and Welcome to Method:CRM blog post by Errol! You may remember back in January when Ben wrote a blog post about Importing Customers and Contacts into Method:CRM. We decided that we would take that one step further and create a video for you! However, in this video, we’ve made a slight change. We don’t cover how to import ...

when creating a work order I would like to assign to multiple people?  also trying to find the filter when I do create a work order and assign to someone else I can't see it in the work order list. my goal create a work order assign to multiple users with email notification. once job is done have them flip to close then will I get a ...

I'm trying to enure all jobs (ie. subaccounts) have the same addresses as their parents and I thought a quick custom screen with a button should do it. But I'm having issues in getting it to work. Let's deal with the BillAddressPostalCode field as an example. I'd like to: Loop through the Customer table (or grid) The ...