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Attempted to edit the (copy of the) Customer screen. Tried to move Terms and Assigned To fields lower so I could insert a number of other fields.  When I moved the "Assigned To" field lower it went from two cells to one cell in the table.  What did I do wrong and how do I correct it? Thanks in ...

[quote user="Method_Michael"]In that same screen where it lists the tab link, in the Open Screen drop down select CRM_ EditCustomer and for the tab link name enter Edit Customer and click Add Tab Link once it is added uncheck Show. Test the Go To and let me know if it works now.[/quote]  Saved my butt also.  I experienced ...

 [quote user="Method_Michael"]After adding the new fields to the Table you will now need to add the new fields to your screens. You will have to make a copy of your customer screen and drag the newly created fields onto it.[/quote] That's new territory for this newbie.  I'll give it a try. Are there any ...

This is my first day using Method online. I need to add fields in the customer screen so I can import data from my old CRM via a CSV file. I went to "Customize" and added my new fields.  When I went to my Customer screen (clicked on Customers tab & selected customer) - my new fields are no where to be ...