http://forums.method.me/cs/forums/13.aspxAsk technical support questions, how do I? Questions... Or anything else you want to know from the Method Team and other Method users.enCommunityServer 2007.1 SP2 (Build: 31113.47)http://forums.method.me/cs/forums/thread/13518.aspxFri, 24 Aug 2012 14:06:31 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:13518Anonymous0http://forums.method.me/cs/forums/thread/13518.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=13518<p><span id="mce_0_start" style="overflow:hidden;">Hi dottie,</span></p> <p><BLOCKQUOTE><div><img src="/cs/Themes/methodtheme/images/icon-quote.gif"> <strong>dottie:</strong></div><div>For example, I would like to rename them<span id="mce_4_start">,</span>&nbsp;where it applies<span id="mce_5_start">,</span>&nbsp;as All jobs, Jobs in progress, Closed jobs, &amp; unstarted jobs.</div></BLOCKQUOTE></p> <p>You&#39;ll need to make a copy of the <span id="mce_17_start" style="overflow:hidden;"></span><em>CRM_CustomerList<span id="mce_17_end" style="overflow:hidden;"></span></em> screen and edit the grid on s<span id="mce_3_start" style="overflow:hidden;"></span>tep 3 of the grid customization wizard. &nbsp; The filter options here will allow you to create/edit/rename the existing filters. &nbsp;If you haven&#39;t done any customization I recommend checking out our <a href="http://www.methodintegration.com/cs/blogs/methodblog/pages/Method-Community-Webinars.aspx" title="customize" target="_blank">webinar&#39;s</a> on customization<span id="mce_13_start" style="overflow:hidden;"> to get familiar with this area. &nbsp;If you have any questions on customization please post back up!<span id="mce_19_start" style="overflow:hidden;"></span></span></p> <p><span style="overflow:hidden;"><span id="mce_15_start" style="overflow:hidden;"><span id="mce_16_start" style="overflow:hidden;"></span></span>~C<span id="mce_14_start" style="overflow:hidden;"></span></span></p>http://forums.method.me/cs/forums/thread/13515.aspxFri, 24 Aug 2012 02:43:11 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:13515dottie0http://forums.method.me/cs/forums/thread/13515.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=13515<p>I would like to change<span style="overflow:hidden;" id="mce_0_start"> the filter by view options in the existing Custome<span style="overflow:hidden;" id="mce_3_start">r</span> Contacts list. For example, I would like to rename them<span style="overflow:hidden;" id="mce_4_start">,</span> where it applies<span style="overflow:hidden;" id="mce_5_start">,</span> as All jobs, Jobs in progress, Closed jobs, &amp; unstarted jobs. If I can&#39;t rename, can I create these new filters and remove/hide the remaining filters in case they<span style="overflow:hidden;" id="mce_1_start"></span> are needed in the future. It is important that the new filters I c</span><span style="overflow:hidden;" id="mce_2_start">reate or add correspond with Quickbooks. </span><span style="overflow:hidden;" id="mce_6_start">Please advis<span style="overflow:hidden;" id="mce_7_start"></span>e.</span></p> <p></p>