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  • problems setting up customer/lead number for files

     Hi, I am a new user and am trying to add a customer/file number to new leads/customers.  I copied the screens for customers (QB) and customers / leads (CRM) then dragged the account number field into the new screens but when I signed out, let the three fields update and signed back in, it still does not show the number field.  Do I ...
    Posted to Method:Classic General Q&A (Forum) by Anita Andres on 03-20-2012
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