Method Community

Thanks Adam!  We'll see how it goes..... Happy holidays! Dan

Hello ntorres2014,       It sounds like you want to customize the screen and take out some of the fields you do not need.  You can do this by copying the proper Lead screen (with selecting 'replacing links to an existing screen') so you can edit it.  You will do this in the Customize tabs -> Screens ...

Dan, Okay, then I'd employ the suggestion from the other post about show/hiding grids based on the logged in user. For your grid that can add/update/delete, take a look at how the InvoiceLine grid functions. You can reverse engineer that screen to see how to set the grid up.  One of the best ways to learn ito customize is to find a ...

Hi Scott, I'm a little confused as to what you mean by selecting the sales rep for a contact? The sales rep field is selectable and can save when editing a customer. While viewable for a contact, in the Contacts table it is a linked field from the Entity table. You cannot edit a linked field, it is only viewable.  Can you tell me which ...

I would like to find a way to make a lead without haveing to choose lead type hot,cold,open,ect...

Hi Adam, From what I'm reading, I believe you've fully got it now!   :)   The one final part to this is that we'll be able to add / update or remove the selected services a customer chooses to use in the customer edit or new screens; and while the prices for those services will display, only the designated user(s) ...

Hi aaronglamb,   Gonna point you at the knowledge base article http://www.methodintegration.com/method/kb.aspx?folder=methodcrm&article=Contacts&id=299 about contacts and a forum post about the entity table http://method.me/cs/forums/t/454.aspx The customers table is pretty much a view on the entity table....where the ...

The Help Center shows to add new sales reps to the dropdown simply click on add new and add them. This is what I did, I clicked on add new and added the initials of each of our different reps. The additional reps that I added were saved and can be selected from any contacts record. The probelm is when I select any one of the manually added ...

Hi Dan, What I'm kind of envisioning is a custom item table, similar to how our InvoiceLineItem table works.  The InvoiceLineItem table holds all of the items used in invoices. I will also hold the price that was set on the invoice. It acts as a separate item list. What you might be able to do is create your own type of table like ...

Hello sbradley,    I had a couple of comments on the relationship table.  First, the field LinktoSalesOrder is a relationship between InvoiceLine and SalesOrderLine.  The options have been limited.   Creating another relationship between SalesOrderLine and InvoiceLine may cause trouble, but you can try it.  The ...