Method Community

I am trying to modify the lead and contact list screen to show date / time the lead was created, I cannot seem to find the correct screen or table to modify. Is there a quick way to find this information without having to keep guessing?

Hello 4theturck,

      The quickest way is to hover your cursor over the tab link.  There is the Leads and Contacts List and Customers and Contacts list tab links.  Method QB Desktop uses CRM_LeadList and CRM_CustomerList respectively.  Method QB Online uses CRMQBO_LeadList and CRMQBO_CustomerList. You can also right click the screen and select Customize.   In the popup, select Customize a copy of this screen.  In the New screen name it will display the current's screen name with an appendage on the end to make it unique.  You will find any copied screens under Customized -> Screens.

Greg