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Existing Customers to Contact List

Last post 07-12-2011 2:20 PM by Method_Michael. 1 replies.
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  • 07-12-2011 1:49 PM

    Existing Customers to Contact List

    Reply Contact

    Can you move entered entries from the Existing Customer List to a Customer Contact List?

  • 07-12-2011 2:20 PM In reply to

    Re: Existing Customers to Contact List

    Answer
    Reply Contact

    Hi Dan,

    As is in Method there no way to move entries from the Existing Customer List to a Customer Contact List, you either have to manualy add the entries or you could do some customization and add a means to copy details from a Customer into a customer contact.

    -MIchael

    Michael Melo
    Product Manager
    Method Integration Inc.
    Website: http://www.method.me
    LinkedIn: http://www.linkedin.com/in/MichaelMelo
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