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If you wish to sort and filter Leads, another option would be to utilize our Tags feature.  These tags also appear in the Existing Lead Contact List grid and can actually be transferred over when the Lead becomes a Customer and appear in the Customer List screen as well. - Adam

Thanks, Adam We actually would like to use the LeadStatus and LeadRating fields in slightly different ways than they were intended to allow us to categorize and sort our leads.  The advantage of using these fields is that they already appear on the Existing Lead Contact List Grid which makes them available for searching/sorting without ...

Hi k.leeser, Unfortunately the LeadStatus table cannot be altered as Method automatically inserts these values when converting the lead to a customer.  The LeadRating can be altered, however you'll need to create a simple screen to edit and add values.  This screen is really simple and just needs to include a grid to see the ...

Hi Mike,  Did you make sure to point the link in your Edit Customer screen to your new customized New Activity screen? It sounds the Show Screen In Pop Up action is pointing to a different screen. My screenshot below shows the action inside the New Activity button in your Edit Customer screen.  - Jason 

Hi andy,  The Amount and Total Amount fields are calculated behind the scenes so you cannot change it. Unfortunately, it must be this way to sync and match up with Quickbooks. Hope this helps! - Jason

Hi Eric, Your process is correct.  I tested using my account and it worked as it should.  What do you see when you hover over the tablink?  It should list your new screen there, like below: How are you accessing this screen?  By clicking it directly or through for instance the "New Lead" button on the Leads and ...

OK, so I added 2 linked fields to the Activity table: Fullname via Fullname (from Contacts) ContactsEntity via Entity (from Contacts). I called it ContactsEntity because there was already the Entity field I mentioned above. Anyway, those were available to be chosen and I selected Entity first, but there was still only 1 contact showing for ...

The same user emailed in:  My sales manager said that when she enters an activity she has to manually enter the date in the notes section.  I thought there must be a way that it "stamps" the date the activity was completed so that we can list all the activities completed in one day and review notes.  She said she used be ...

I need further clarification on this: The dropdown in my New Activity screen is based on the Contacts table and currently shows: Name via ContactsName CompanyName EntityType I would like the first column to be the Entity field. In my Activity table, I already see an Entity field, with dotted underlining, and when I hover over it it says: ...

How can I add values to these tables?  Lead Status is currently limited to Open, Qualified, Unqualified  Lead Rating is Cold, Hot, Warm I would like more/different options