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Thanks. However, I still can't edit directly in the grid for the "sales price" column. I made a copy of the original Estimate screen and added the sales price column in there as well just to test without any other changes to the screen, and I have the same result where I can't edit any grids in that column, but can for every ...

Hi Blake - I had to dig this up from our Release Notes. "Auto grow" on grids - Using the grid wizard you can now specify if the grid should expand vertically to fit its contents. As you may have already seen in the new Customers screen, the Activities grid now shows the CRM comments directly in the grid. If the contents are greater ...

Mike - two parts to this answer. If you make this kind of change in Method it will not go back and make changes to previous records. In other words, you are telling Method to change the rep for future records. As a side note, you could run a button with some actions and criteria to update the past entries with the new rep. Start a loop ...

Andy - yes, if you edit the grid wizard it sounds like you are not allowing user to add directly from the grid. Make sure you double check steps 5 & 6 in wizard.

@dottie, There's more than one way to do something like this. Here are my thoughts on a simple approach. First off, you would need to define which existing fields or add new custom fields for the data. I assume you will want to use the Customer table. Possible fields would include: JobPercent - a an integer or decimal ...

Is there a setting where I can control how many characters are shown in grid cell before the link 'show all' is displayed? This is a nice feature, but I'd like to cut it off at 30 characters and then have the 'show all' link. I can do it it in SQL - SUBSTRING(field, 1, 30), but the nice 'show all' link doesn't ...

Perhaps I need to change the Contacts table as well? It's a bit confusing because in QuickBooks I can change the rep association for individual customers on the main customer page, but there is no similar option for job types. A customer's job types all have to have the same sales rep as the customer "entity", right? But in ...

I double checked and the Make Read Only box was already unchecked for this column. But I did go back and compare my Estimate screen to the original Method Estimate Screen and noticed that ours doesn't have the "New Line Item" option under the grid. I must have done something to it. Is this related to my problem?

Hi Andy, Based on your comments it could be that the field (column on grid) is set to be read-only. Edit the grid and navigate to step 2 of the wizard. Click on the advanced option for that field. Make sure the option for 'Make Read Only' is not checked. Let us know if that helps. Thanks.

Mike, This should happen automatically if the method suer is linked to a QB Entity that has rep initials. Can you confirm that the user who is logged in that is created the lead is associated? This can be done in Method by going to Customize>>>Users. Edit the user and in step 1 ensure there is a selection for the option that reads ...