Method:Classic General Q&A

Re: Tabs and Tab Groups to Remove

Method_Michael — Mon, 15 Aug 2011 17:42:10 GMT

pdirect-

The Customize tab is available in the CRM and QuickBooks tab groups but with Roles now introduced into Method based on the users role they are limited to which tabs/tab links they can see.

-Michael

Re: Tabs and Tab Groups to Remove

pdirect — Mon, 15 Aug 2011 17:29:40 GMT

If the admin tab group is not available anymore, where is the tab "Customize"? Maybe I deleted it already and don't recall. But if you're lumping the "Customize" tab into the "QuickBooks" tab group, that is not a good scenario. There needs to be a separate Admin tab (by default) for this type of functionality as I don't want to give people access to customizing just because they have access to the QuickBooks tab group.

Re: Tabs and Tab Groups to Remove

Method_Michael — Mon, 15 Aug 2011 15:32:00 GMT

pdirect-

The new CRM should consist of the following.

Tabs:

Activities
Campaigns
Cases
Contacts Portal
Customers
Customize
Employees
Field Service Center
Home
Leads
Lists
Mobile
Opportunities
QuickBooks
QuickBooks Home
Solutions
Vendor Leads
Vendors

Tab Groups:

QuickBooks
Mobile Users
CRM

Anything else is extra .

-Michael

Tabs and Tab Groups to Remove

pdirect — Mon, 15 Aug 2011 13:59:23 GMT

Do you have a list of tabs and tab groups that need to be removed when switching to the new Method version? I want to remove all the tabs and tab groups for the old CRM version (not full blown).