Method Community

I'm creating a custom Web to lead form. How do populate the Name field from a combination of the First Name and Last Name fields. I assume I have to put a formula in for the "Name" field to pull in the other info from the other firleds when they are populated. What formula will do that? Also I want it to fill in the Last ...

How do you set a default filter for a list view. I went in to customize the screen and edited the list grid. And navigated to the option to select the default filter and clicked on finish. Then I clicked on publish. Then save and close. Then I refreshed method, and still it defaults to the original default, sometimes it seems like it chooses a ...

Can you customize reports to add additional information to be included, such as the description/notes of the activity or opportunity? If yes, how would I do that? Thanks

How do I use a copied screen in place of a default screen? I have already copied the screen I wanted to replace and edited the copy. How do I get Method to use the copied screen instead of the default screen?  Specifically, I am trying to add my quickbooks custom fields into the screens for adding a New Customer and Edititng or Viewing an ...

How can I change the Opportunity Close Date field to NOT be a required field? If the default New Opportunity fields cannot be edited, how do I copy the screen and edit that Close Date field to not be required, and how to I replace the default screen with the copied screen? Thanks

Is there a way to add or change the options for LeadStatus the dropdown menu when creating or editing a Lead? I want to change the default options to something different. Thanks