Method Community

:D  Worked like a charm.  That's what I call easy!

And this may seem like a stretch, but I even tried SQL script of ISNULL(viewCustomer.Notes,'') and this didn't work, either.

I've successfully added another column for my Addresses.  I needed the SQL override for this column since it conatined multiple items (Address, City, State, and Zip), and it's working just fine.  Here's the script I used to that: SQL script: ISNULL(viewContacts.BillAddressAddr3,'') + '<br />' + ...

I'm trying to add a column to my lead list.  So far, I've been able to redo my new lead, edit lead, and lead list screens.  I've added a column to my lead list that shows me the address, city, state, and zip (with little trouble), but now I want to be able to see the notes on my lead list.  I've successfully added ...

You had me really confused, but once I got into it, it was pretty simple to create the custom screen.  Worked perfectly.  I was able to export, clean up my activity list, then create the custom screen to delete everything, then import it all again.  :)  Thank you.  My activities are clean, and all of them are finally ...

[quote user="SMFletcher91"]Big mistake because now I've got doubles on just about everything EXCEPT the "ghost" activities.[/quote] I know why this happened; I deleted the ghost activities before importing the list again in hopes that it would rewrite the table.

I don't have the time to watch hours of videos, my work place won't allow that much time to train, so I took the alternative approach and exported the list, then imported it again.  Big mistake because now I've got doubles on just about everything EXCEPT the "ghost" activities. Is there any way to completely clean the ...

I am seeing both of my "phone call outgoing" activities, and I know that's how that's supposed to be, and that's how I want it.  I have also created a new activity "Requested Catalog".  I don't add any additional information to this activity, it's just for me to see once I open their account. ...

I am, for this forum's sake, a telemarketer for my company.  I log all calls I make to our clients, and on some, I schedule follow-up calls.  Now when I schedule these follow-ups, I simply click the "Schedule a follow-up" button and set it for a future date.  Now, when I go back to my calander, I see my scheduled ...

Thank you for your time and advice; this will help tremendously with sorting out our leads and customers!