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Method CRM Screen Customization Query

Last post 07-30-2013 12:29 PM by Method_Jason. 1 replies.
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  • 07-30-2013 12:23 AM

    • Danish
    • Not Ranked
    • Joined on 07-30-2013
    • Karachi, Pakistan
    • Posts 1

    Method CRM Screen Customization Query


    I have a query regarding Method CRM. Can you tell us is it possible to create a screen such that when we enter a name of new customer/lead other details
    related to the key field becomes available. 


    If possible kindly provide us link where step by step instruction is given regarding this.
     

    Regards,

    Danish Anwar

    Lead Coordinator 

    AINiT CS

    Tel: +92-213-5883852

    Regards,
    Danish Anwar
    Lead Coordinator

    Tel: +92-213-5883852-54

    enqimmi@ainit.net

    www.ainit.net.au
  • 07-30-2013 12:29 PM In reply to

    Re: Method CRM Screen Customization Query

    Answer

    Hi Danish,

    I'm not quite sure what you are asking. On the Customers and Contacts List screen you can enter the name of the contact you are looking for into the Contact/Customer/Company filter field (see my screenshot below). From here you can click the Go To... link to see all of the fields related to the customer and contact that you selected. 

    If you would like to make a screen where you can select a contact from a dropdown, and have their information automatically populate some fields, you can look into how this is done on the stock Estimate screen. There are some actions in the Customer:Job dropdown field that are triggered upon a Text Change event. See below:

    We don't have step by step instructions on how to customize something like this, but feel free to get in touch with an in-house consultant or a Method Solution Provider. 

    Jason

    Need more help? Ask us about Method consulting services

    Jason Masina
    Community Support Specialist
    Method Integration Inc.
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400
    Fax: 416.640.6027
    E-mail: j.masina@methodintegration.com
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