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I also would like further clarification. I have a dropdown on my Customer Edit screen for Job Type that represents the QuickBooks field for subaccounts. Accounts can categorized as either Main Account, Staff, etc. It is a field in my Job Type table. The dropdown only allows me to show "Fullname via JobType" in the ...

can't figure out how to do this.  would be so grateful for the insight into how to customize this page- I also want to add an Account Manager field that is a dropdown menu so that I can assign accounts to different account managers.  thanks!

[quote user="Method_Ashur"] Hi Ben, Your setup is not outside of the norm. One thing you need to keep in mind is that Method requests your data from QuickBooks (via the QB SDK) during a sync, so the larger the QB file, the more data it needs to handle. This may be part of the reason you're seeing a decrease in speed. Keep ...

Hi JohnnyW,  Unfortunately this is not a stock feature, however it can be done with some customization. If you want to try and customize it yourself I would suggest copying the CRM_EditDocumentLink screen and reverse engineering the actions used to link other records such as an Activity. I would also look into the Document... buttons that ...

Great! Thank you for the response. That solves the issue.

Hey Seth, Is this happening on the stock CRM_EditCustomer screen or on your customized version? If it's happening on your customized screen then edit the screen, click the Advanced button, and look at the actions under the OnScreenLoad event. You'll want to look for the Show Screen in Pop Up action, normally it would be contained within a ...

Hi Jason,  I hope you were able to get your grid to behave better. I looked a little further into your issue and unfortunately found that the solution I described in my last post is the only one. Improving the grids in Method is of high priority though, and we hope to make these improvements soon. - Jason

Hahaha that's awesome, I'll keep that in mind. Next time any weird messages come up I'll just have a cold refreshing beverage For future reference make sure that the screen and/or table are not being edited when you're actually accessing the live screen itself. - Ashur

Hi JohnnyW,  To set role permissions at the screen level first go to Customize>Tabs. Click on Edit Tab Links... next to the tab that the screen is located in. From here you will given a list of the tab links (screens) within that tab and the option to set the role permissions for them.  Note that if the screen ...

Do you see anything unusual when you save the document?  Is the document not in the grid?  Have you checked your SmartVault account to see if the document was uploaded to SmartVault?  Since this is an issue with a stock screen, you can call into support at 1-888-925-6238 x2 and we can take a look at it with you.   - Adam