Method Community

how come when i pull up an activity for a specific contact/lead, all of their information like company, city, etc does not all pull up on the activity screen?

and where would i go to do this change?

I have been trying to create some solutions for clients/leads for portal issues. I am however running into an issue with screen shots. Since most people are visual, I can not seem to insert a page screen in these message blocks. help. thanks

I am having issues with customers/leads to where they are having issues viewing their estimates/invoices. Is there a way to avoid pop up blockers?

if you could get Ms. P. Phan to contact me in regards to this that would be great! thanks,  Edward

Apparently I am not a programmer, and was wondering if you could point me in the direction of a programmer that could provide such a service that is trustworthy. thanks edward

Hello, I have been running into some issues with the estimating portion of the app. I have mulitple jobs that i estimate for the same clients. I have noticed that if I make an estimate for say a retaining wall using one type of material, I can send it and save the estimate. Then I wanted to estimate a different project for the job, I pulled ...

i would like to create a reccouring activity for each year, but would like to use the customer/ccontact edit screen to imput the birthday, and then from there it would create the activity(s) into the calandar to remind me to send out a birthday card. I currently do not have any of thier birthdays, so i would imagine that i would create this for ...

I wanted to find out how to create a birthday field in the client/customer fields? Once that is complete I wanted to find out how to add the above date into the activity calandar, and add a remider to send out a birthday card in a week in advance. thanks