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  • Re: Contact, Customer and Entity Tables

     Chad, Thank you for the response.  I am still confused because the entry form form Outlook requires that you pick a Customer Name before a contact can be transfered.  Why can't I just enter a new contact without identifying a existing customer?
    Posted to Method:Classic General Q&A (Forum) by walterh on 06-19-2012
  • Contact, Customer and Entity Tables

    I want to enter leads from both Method and Outlook but the Lead Entry screen puts the information in the Contact table while Outlook only allows the entry in the Customer table.  Also, they both need to be linked to the Enity table.  Consequently, I have half of my leads in the Contact table and the other half inthe Customer table.  ...
    Posted to Method:Classic General Q&A (Forum) by walterh on 06-18-2012
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