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[quote user="millrats"]How do i add new fields to the New Customer Table I tried to do it but it dont show up when i open new customer[/quote]
If you made the changes to the table then you'll need to go into the screen deisgner to add those fields to the screen. We can't automatically add new fields to a screen since it ...
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Is there a list of data fields that are shared between QB and Method CRM that I can get? I am referring to the ones that are already shared / linked in the standard CRM before any custom work is done. Also, are there any limitations to the fields that can be linked between the two systems? We're just looking at the best ...
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@vdefabis - I heard back from the developers. Good news, the actual act of looking into feasibility of doing it, led to 1/2 the work being done. So they got the go ahead to finish the other half.
The "September" version will have this 'fix', later this month. However, it should be noted that it still isn't a fully ...
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[quote user="karen"]so I need to choose it right [/quote]
I think your best option is to add a tab link based on the reply. Make sure you add the tab link to your new tab for sales people that way you can keep your original invoice page available for your own purposes.
[quote user="karen"]If I choose ...
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How do i add new fields to the New Customer Table I tried to do it but it dont show up when i open new customer
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Excellent! Thank you very much!!
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The Notes field is under the "Add Fields" tab in the screen designer. Just need to scroll down.
If you aren't familiar with editing screens, then you'll need to go to Customize > Screens to edit your copy of the the CRMQBO_EditCustomer screen.
Paul
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I'm not sure how to "drag the Notes field"? Where would I find it?
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Just edit your customized copy of the CRMQBO_EditCustomer screen, and drag the "Notes" field on there somewhere.
Then republish!
Method will know what to do from there.
Paul
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I am trying to add a "Customer Notes" text box in the Edit Customer Screen on the Customer tab. I want it to pull existing info from CRMQBO_QuickbooksCustomerNotes and also have the ability to add new text. Basically we want the Notes section that appears when you click the More Options button when viewing/editing a customer to be a part ...