Method Community

I have been using my custom screen without problems and went into the edit of customers* and didn't change anyting that I can see would cause an error.  Now I am seeing Error Generating dropdown, an email has been sent to the administratior. Please help. the custom screen is Screen Tech Mobile Invoice.  Thank you,

For the purposes of forecasting demand so that we can accurately purchasing items I need a report that shows  the following. - All open estimates - The products and QTY listed on those estimates - The probability of those estimates closing and when Right now as far as I can tell the probability data is in the opportunity, but ...

I can't find any documentation on customizations. :( We need 3 price levels 20% off, 30% off and 40% off, how long would that take your team?

Another option you have available is restrict the access to execute that button (Delete) from particular Roles. For example, if you don't want the Staff role to be able to see that button, you can remove their ability to view it. And if you decide that only the Administrator and Director roles should be able to delete records, you can remove ...

Hi Cenmed, Would you want to remove this button from all users, including the Master Administrator, or only specific users? You would need make a copy of, then edit, each one of the screens that has this functionality (pretty much every screen that creates new records). However, if you want to limit it from particular users, you'll need ...

Great! It's a bit of a tricky customization job but this previous post might help to get you going. I would also try a search through our forums as many users have asked about customizing Price Levels in the past. Let me know if you have any trouble or get stuck.  Jason

Custom screen CRM_EditLead(2) In the lead activity screen click send an email It is a custom custom email. 

rodsstuff, From which screen is the email sent from?  Is it the custom screem you created?  Or is it a stock screen like the Invoice screen, estimate screen, Activity, Case or Opportunity or all of them?  Also is this a custom email template the you created or one of our stock notification templates? Sorry for all of the ...

  Could someone please provide the instructions on how to disable the delete function?  When in Activities, or any other tab where one can create anything "new," at the bottom right, there is a pull down box that says "more".  Within that, a user has the ability to delete anything they create.  I need to ...

[quote user="Method_Adam"] Hi rodsstuff, Is this a stock template or a customized one?  Also, from which screens does this happen? - Adam [/quote] Its in the emails. Send out an email with a merge field in the subject line and it doesnt populate with the information.