Method Community

Thanks, Adam... I had to get this done (had a guy sitting on his hands to enter tons of data), so just added two fields to the customer table, and I think that did the trick.  Thanks for the feedback...

Pulling my remaining hair out here on what I hope is a relatively straightforward problem.  *Someone* has done this before, no doubt... We have a number of old paper files with customer orders from once upon a time, and we'd like to go back and re-contact those customers.  These customers may or may not already appear ...

Thanks, guys... appreciate the thoughts.  It does indeed look like the world revolves around Activities... hadn't really appreciated that 'till now.  Will give it a try... Ed

I really must be missing something... at least I hope I am.  I'm a brand new user to Method, and there's a glaring issue, maybe even enough to chase us away from what otherwise looks like a pretty cool piece of software. When a potential customer / customer / lead / contact / calls me, the VERY FIRST THING I want to do is ...