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Once you've added the new dropdown field to the grid on your customized screen (and made the grid editable), Publish/Save the screen, then from Customize > Screens you can use the Screen Name filter field to search for your new screen (ReportMethod). You'll want to highlight the screen name then click the View button that appears ...

Hi rodsstuff, Is this a stock template or a customized one?  Also, from which screens does this happen? - Adam

Company.CompanyName wont fill in the company name just displays Company.CompanyName Thanks

"You can then access the screen and link your Method users with their respective reports" I follow you until here. How do I link the users with their respective reports?

I am technical so I can do some customizations, but I don't know where to start.  If you can send me some information about how to setup the price levels I can attempt to do it myself and then see if I need technical support. Thanks

ecoxotic,  It is possible to utilize price levels in Method, but it does not come preloaded with the software. It must be customized. Depending on the complexity of your project and your comfort with customization, you may need the assistance of a paid in-house consultant or a Method Solution Provider.  Jason

Hi Alex, Unfortunately I haven't found anything yet.  I'll keep digging.   Instead of two screens, you could also employ filter by views.  You could hide the fields on first load and then for one view force the fields to show.  That setting can be found under Advanced in the grid: You could then use Roles to ...

Correction to the first sentence in my previous post; it should read "This can be done through customization and will work well for your organization but only of other users don't need to print templates as well." And to answer your last question, yes the solution I mentioned can be implemented even if you don't have the ...

Hi Martin, Have you checked QuickBooks to see if there's something that needs your attention?  Usually when I see that message its because the Method Integration Engine certificate hasn't been set or there's something that needs to be set before the connection continues.  Check to see if there's something flashing ...

Is this something that I can do if I don't have CRM Pro?