Re: How do I use a copied screen in place of a default screen?

Method_Justin — Thu, 28 Aug 2014 15:33:12 GMT

Hi Cameron222,

If you have already edited a screen and have it appearing the way you want, you can easily replace all the links to the default screen by copying the custom screen. Just copy the custom screen as you did the original screen. This time, select the "Replace all tab links" option, and choose the original screen as the one to replace. This will replace the existing tab links with links to your new custom screen. This procedure is also referenced in our Help Center here.

To ensure that your custom screen is edited to appear and behave the way you want, go over to Customize > Screens and find your custom screen in the list. Select the View icon to the left of its entry in the list. Once you've identified which screen you'd like to appear in Method, you can follow the steps above to replace a default screen with your custom screen.

A quick tip to see which screen is currently set to appear for a tab link, you can mouse-over the tab link. See below. Currently I have custom screen CRM_CustomerList(2) set to appear when the Customer List SalesRepEdit tab link is clicked.

Let me know if this helps!

- Justin

How do I use a copied screen in place of a default screen?

Cameron222 — Wed, 27 Aug 2014 14:27:25 GMT

How do I use a copied screen in place of a default screen? I have already copied the screen I wanted to replace and edited the copy. How do I get Method to use the copied screen instead of the default screen?

Specifically, I am trying to add my quickbooks custom fields into the screens for adding a New Customer and Edititng or Viewing an existing Customer.

The note in Method within the Customer Screen says "Your custom fields are integrated with Method, but you will have to customize this screen and drag your Fields where you want them to appear."

So how would I do that, since the default screens connot be edited but only copied right? But when I copy them and try to add the customer fields, they still don't show up, even though I am selecting the "Replace links to an existing screen" option and selecting the default screen I want it to replace.

Do I have to also edit something else, like the table or something? I tried editing the Customer Table to use the copied screen, but that didn't work either.

Thanks

Method:Classic General Q&A

Re: How do I use a copied screen in place of a default screen?

How do I use a copied screen in place of a default screen?