Method Community

How can I link (and therefore view) my customized invoice (screen) under the Customer Invoice tab?  I find no place in Method or in this Forum telling you how to use a different screen shot than the screens automotically assigned when our account was created.  Please advise where I would go in Method CRM to make this change.

Hi Kirsch Electric,

If you've created a custom screen, you can tell Method which tab the screen should appear under by adding a Tab Link. To do this, navigate to Customize > Tabs and locate the tab that you want the screen to appear under. Then select Edit Tab Links..., find the screen from the dropdown, give the link a name, select the Add Tab Link button and then the Finished Editing Tab Links button.

You may need to refresh your browser in order for the change to be seen. I hope this helps.

--Audisho