Method Community

How do I add the screen "Leadsource" under the tab "Additional Info" in the "Customer Center" section?

HI HeatherQ,

Its not possible to add a screen within a screen, but you can display infomation from the leadsource table(screen) in the Additonal Info section of the Customer list or have the leadsource screen pop-up by clicking a button. What exactly are you trying to do and why, i may be able to point you in the right direction.

-Michael

I need to be able to sort by leadsource, get quick reports on dollar amounts according to leadsource, etc. Having it in an easy accessible screen would be helpful.

HeatherQ- If you edit the Customer List screen you can add the LeadSource drop down to the screen. By default Method doesn't have any reports on lead source. Based on the kind of report you are loooking for you would need to link the LeadSource to the Invoice table based on Customer and then you can create a reports on the invoice table and have access to the lead source.

I am going to suggest watching our webinars HERE, for information on linked fields and creating reports.

-Michael