Method Community

I've edited the contact screen to include custom questions that are part of an excel sheet.  The published page show all the questions and an area for the answers.  I did a test import with 10 customers with those custom questions.  I had included the Record ID and put a check in Update existing records by matching the key ...

Perfect - Thanks so much for the info!  I just made changes to the contacts screen and it all looked good, but when I imported a sample test the info did not show on the screen.  I will post a new message

What is the table/field and screen for the customer's additional info tab? I'd like to add their record ID onto that page, since I can't find it in any other location

Perfect - that's what I was looking for - I didn't know think about the advanced script

Thanks so much!

I'd like to export everyone that has a check box in "Opt Out Of Marketing" What table do I find that so I can export to excel?

I would like to have a go to button on the list builder screen so I get to the customers page and edit, see acitivites, etc for any person I click on, just like we can do when displaying an existing lead or contact list. What I've figured out so far is click customize, screens, CRM_list builder(3) (i built this so I could have ...

if there is only one contact for a lead when I click the button for edit contact it blinks the screen for 1 second and then is gone.  The edit screen will not stay up.  If there is more than one contact in the customer/lead it will stay up.  I am using google chrome.

I'm important several lists of leads and many of the people are on more than one list.  I know that I need to have the field "IsLeadStatusOnly" marked as True to be a lead and I understand that if I check the box "Update existing records by matching the key fields"  that it will put the info into the lead ...

thanks for the tip on merging customers in QB - so how do I delete a lead?