Re: Choosing existing estimate issue, also question on insert image into estimate

Method_Justin — Tue, 10 Mar 2015 16:09:08 GMT

Hi industrialrobotix,

Which screen are you experiencing this issue on (where are you clicking to go to the existing estimate)? What browser are you using? Is either the calling sceen or destination screen customized?

For your issue with images, so long as you've added a Picture field to the table, you should be able to check the Can be edited checkbox when placing it on the screen:

You should then be able to upload or link a new picture on the estimate:

Hope this helps.

- Justin

Choosing existing estimate issue, also question on insert image into estimate

industrialrobotix — Mon, 09 Mar 2015 05:37:06 GMT

If a customer contact has existing estimates, when I click on one to view it, it takes me to the "new" estimate screen and does not bring up the existing estimate. The only way I can view existing estimates for a contact or opportunity is to go to the estimates list and search....the link isn't working even though it's shown as existing

Next question:
In Method old, I had a text box I created where I can write a description and add images to the estimate. I have also done the same in Method new, however when I try to add an image, I do not have the feature to "browse" for the image, it only allows me to type in the source in the box....can the "browse" function be added?

Thanks

Method Beta General Q & A

Re: Choosing existing estimate issue, also question on insert image into estimate

Choosing existing estimate issue, also question on insert image into estimate