Method Community

Hello Audisho, This is working, kind of. I am able to push the data from a custom field "altphone2" from my customer record to the custom field "altphone2" in my primary contact record. The problem is this is applying to every primary contact of every customer. What parameters must I set to apply this change only to the ...

Thank you for the reply Audisho. How would I determine if the contact is primary?

Please bear with me, I am coming to this project midway through finishing someone elses work. Currently my customer record has fields for the customer's first name, last name, email, phone number, and alt phone number. I use the phone number for home phone number, and alt phone number for mobile phone number. When I save the customer record, ...

Hi Ben, Is this not available for the classic version? Do you have screenshots of what the new version will look like?

Ultimately I want to format the mobile page so it fits perfectly on a smart phone screen. I don’t want to have to scroll left or right, but would like the screen “locked” so-to-speak as on a normal smart phone app. Couple of questions: Is it possible to lock the screen (mobile version) so I cannot zoom in, or scroll to ...