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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).
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Thanks for the pointing that out Mark. That's a great suggestion.
- Adam
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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 ...
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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
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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
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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
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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 ...
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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 ...
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I need to generate a Sales Order report given a particular SO RecordID but I need to only display certain selected Sales Order Line Items. How do I specify both the SO RecordID for the report as well as filtering for certain Line Item IDs?
Thanks
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Why does Method chop my customer's billing address part of the time? I have the full address under the customer contact; but Method chops the city, state and zip off of part of the address. Half the time only the first three lines of an address will show. I have customers with 4, 5 and 6 lines of address. I use Method to set up my ...