Search
-
Beth,
Yes, you can only edit a copied or new screen. You cannot alter our stock screens. So you'd have to copy the CustomerList screen and edit the copy. Then you can make your changes. I'd also suggest you watch the webinar on screens if you haven't already. In it they will talk about replacing tab ...
-
I am watching the webinar for customizing. Is only a "copied or newly created" screen, table or field editable? I think that's where it is losing me.
Beth
-
Thank you for the reply Adam and after trying this I unfortunately have the same result.
-
Ashur,
it is clear now. Thanks a lot for prompt response.
Ilya
-
Neil,
Have you tried using "http://" at the front of your address?
- Adam
-
Beth,
Sorry I should have added that you'll have to click edit on the Contacts grid. It'll be on step 2 of the wizard.
If you're looking to get into customization, our webinars are a great learning tool. They can be found here. More information on customization can also be found in our Help Center. We also ...
-
I have a link to our company's survey page being sent out to clients using a Type In AR for my message field in a "Send Email" action:
<a href="www.parknpool.com/client_survey_1005.php">Click Here for Survey</a><br>
When I tested this in Outlook it worked fine but on my Yahoo and Gmail accounts I can ...
-
Andy,
Glad to hear everything is running now. Let us know if the issue persists.
- Adam
-
Adam,
Am I going into Customize: Screens: CRM_Customer List to do this? I don't see advanced options anywhere.
Beth
-
Hi, I'm new to Method and need to make some changes to the estimate form.
1. I would like to have Quote instead of Estimate, can I change this and how?
2. It it possible to have Method auto generate estimate number starting at 1001?
3. ** How do I get the Item number to show on the printed version of the estimate form? This is ...
|
|
|