Method Community

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 seen.

Where are they and how do I get them to appear?

Thanks!
Fred

Fred-

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.

-Michael

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.

That's new territory for this newbie.  I'll give it a try.

Are there any "help" buttons or heavy-duty documentation for this software?  It seems everything is designed to lure users into paying for high priced support.

Fred

Hi Fred-

Take a look at our webinars found HERE. They go over customization in Method as well as general use of the CRM.

-Michael

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.

I managed to set up the new screeen and "publish" it and make sure the tab directed to the new screen (in this case Edit Customer), but when I went to look at the Edit Customer screen (now linked to my new screen) - that changes did not appear.

What do I need to do to show the changes?

Thanks!

Fred

Fred-

Try logging out and logging back in. Sometimes when you initially replace a screen it still references the old screen if it's already been loaded. 

-Michael

Method_Michael:

Try logging out and logging back in. Sometimes when you initially replace a screen it still references the old screen if it's already been loaded. 

That did it

Method_Michael:

Try logging out and logging back in. Sometimes when you initially replace a screen it still references the old screen if it's already been loaded. 

That did it! Thanks!

Now, for my next trick, I'm going to try and import data into the new fields from a CSV file I exported from my old CRM.

I am a membership organization and need to track member #, member level, date joined, membership renewals and membership expiration. That's why I need a CRM more than anything.

Fred