Method Community

 

Can I copy a stock app such as sales receipts ?

Last post 01-19-2016 9:11 AM by Method_Audisho. 1 replies.
Page 1 of 1 (2 items)
Sort Posts: Previous Next
  • 01-14-2016 11:06 AM

    • Bshall
    • Not Ranked
    • Joined on 09-15-2014
    • Posts 5

    Can I copy a stock app such as sales receipts ?

    Looking to make a custom app based off of the sales reciept screen to allow a manager to assign each sales reciept to a sales rep. I can't add this to the stock sales reciept since I am not the creator. In classic you could copy screens and tabs. What is the new equivelent for this? 

  • 01-19-2016 9:11 AM In reply to

    Re: Can I copy a stock app such as sales receipts ?

    Answer

    Hi Bshall,

    If you enter the screen designer on a stock screen, you will be prompted to either enter read-only mode or create a copy for customization. Just like in classic, customization cannot be performed on stock screens. You must first create a copy and re-direct to it.

    Our documentation on Method New customization is a lot more extensive than classic. I suggest you have a look at it in the Method New Help Center starting with Solution No. 441. I hope this helps.

    --Audisho

    Audisho Sada
    Product Manager
    Method:CRM
    a.sada@method.me
    Toll Free: 1.888.925.6238
    Local & Overseas: 416.847.0400
    Fax: 416.640.6027
Page 1 of 1 (2 items)