http://forums.method.me/cs/search/SearchResults.aspx?o=DateDescending&u=5616Search results by user ID 5616en-USCommunityServer 2007.1 SP2 (Build: 31113.47)http://forums.method.me/cs/forums/p/3265/12484.aspx#12484Wed, 30 May 2012 02:06:03 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:12484r.dickey<p>Thanks for the confirmation Chad. That sounds doable.</p>http://forums.method.me/cs/forums/p/3265/12468.aspx#12468Tue, 29 May 2012 11:26:36 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:12468r.dickey<p>We are migrating to Method from a home-grown CRM.&nbsp;The legacy&nbsp;system has&nbsp;information&nbsp;set up for&nbsp;companies with multiple contacts associated with each company. I need to find a location in Method&nbsp;for the company-level data such as address, phone, and notes in Method. Each contact also has address, phone, etc. that may or&nbsp;may not match the company data.&nbsp;</p> <p>When I set up a lead in Method, the address and phone appears to be tied to the first contact for that company. There does not appear to be separate company-level data.&nbsp;Is that correct? Do I need to add custom fields to the customer/lead table to reatin the company-level data? Is there a better way?</p>