Method Community

John, Thank you for your suggestion. How easy (or complicated for that matter) is that to do? I'm pretty new to this program and haven't had the time to figure everything out yet.

We are trying to recover our lost customer base. So, the problem with typing in the first/last name to skip through vendors is that my staff is not familiar with names on the list, and I don't want a potential recovered customer to get skipped over because someone mistyped or simply didn't see the name on the list. I also don't want ...

I'm trying to find a way to keep Vendor contact info out of the contact list for my sales staff. They currently don't have access to the Vendors Tab, but Vendor information still shows from the Contact dropdown menu when adding a New Activity/Log Call/New Task/New Appointment, etc. Is there a way to prevent this or filter it out? I would ...