Method Community

Hi, I am not too clear on what you mean, could it be possible to explain what you mean by Customers with 4,5 and 6 lines of address?  A screen shot if that is possible.  

Mike - I see what you're asking now.  Sorry for the confusion.  You're correct, there no way to replicate our help file structure in Method.     - Adam

Thanks, yes. - I suppose it could be fudged that way. But there's no replication of the CRM Help file structure, right? Again, It'd be great to have a wiki-style hierarchy for internal company processes (not for Method help - but the same design).

Thanks for the pointing that out Mark.  That's a great suggestion. - Adam

Can the "payment and info" tab located on customer screen be copied or linked to invoice screen (so can be seen in both places)?  That way when a customer calls in we can just take order and enter credit card details etc on invoice screen. I am wanting that actual tab if possible that way if update ...

Mike You might want to check out this video.  It pretty much explains how you can use solutions to create your internal wiki and more. http://www.youtube.com/watch?v=SfODAYrg6VE&feature=youtu.be&hd=1

I'd have to really dive into this to see if there's another way.  I'm glad you found a solution that worked for you.  :) - Adam

Mike, It would certainly be possible, but we don't have any plans to create a wiki.  We do plan to update our help centre to include many more articles to help our users better understand and use Method.  - Adam

I wound up just hacking a report solution by putting a PrintMe flag on SalesOrderLineItems and setting this flag to True based on what was selected in the grid on the screen. After generating the report, I update the flag back to False again. I got this idea from another post on the forum (can't find the link at the moment). I ...

Hi, at step 1 of 10 "Access to Shared Record" you need to link Employee/Vendor/OtherName(SalesRep) and at step 6 of 10 you need give access as required to this user.  Step 6 of 10 "Access to Shared Record" for the original user you need to unselect share all records and apply full access to see the ...