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The stock screens will be the same on both your account as well as my own. The screenshot I included is not of the CRM_CaseList screen, it's the bottom right portion of the CRM_NewActivity screen. I just took a screenshot of that one part of the screen to illustrate how to relate Activities to Cases. - Ashur

Your screen is very different from our default cases list screen. Our caselist template is #426. Thanks,

Hi Ben, Ensure that your section actually has an object/field in it. You should then be able to move it up above the buttons section. If you already have objects/fields in it then try moving the other section down. - Ashur

Create yourself as a test customer in Method then create a test invoice for your customer. Register on the portal then login and attempt the payment with dummy AMEX info. Send me an email advising when you will be available for a screen sharing session, as well as the best number to reach you on. - Ashur

hello, new user here and I'm doing some customisation. our requirement is that Sales Orders are automatically emailed to customers. As such I think I have to add a 'save and email' button, a bit like on the invoices screen. Question - is there an easy way to copy the 64 actions from the button on Invoice Screen to my new button on ...

Ashur, thanks. Yes, a sales order may contain ten line items, but five may be reservations for an event on the same day. These five would need to be selected and included in an email with the event details (address, start time etc...). I'll check the list builder screen for any pointers.

I checked the gateway settings and the transaction key for some reason was a few characters short. I copied and pasted from the known working Visa gateway into the rest of the gateways but I still get the same result. When I go into Method and click "process through payment gateway" I fill out all of the info and clickSave/new. It says ...

I am trying to move added sections up and down in a copied screen that I am now customizing.  For some reason I can get the section to go above the buttons section that's already in the screen.  Suggestions?

Yes that's correct, if you ever want to detach the relation between an activity and a case then you would use that button. The cases grid is right above the Relate to Case # field. It shows the list of cases available based on the filter you're using. - Ashur

Ok so I understand now that the drop down isn't supposed to function.  Why would I clear the case field out? In case the activity is no longer related to the Case? What I'd like to do is take an Activity, and attach it back to an existing case. WHat is the Cases grid? The spread that comes up when you click cases? If so, I ...