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Yes, I did drag the fields onto the CRM_EditCustomer(2) screen that I copied. I dont mind that I cannot make changes directly on the grid, I actually prefer this. I think that the problem is, when I am in the Customer/Jobs Contact list and I click on the Go to... on a specific customer and I hover over that screen, which must be the edit customer ...

Each customer in QB can be assigned job types. When assigning a sales rep in QB you assign it to a customer, and it applies to all job types. In Method, this does not appear to be the case. For all our clients we have a job type called "Main Account" and then other job types exist for personal/staff orders. So...in Method I changed the ...

@dottie - did you drag the fields onto the CRM_EditCustomer screen? This is also where you would start to add the logic and actions. To be clear the suggestion above allows you to edit the % on the CRM_EditCustomer screen and then view these on the same screen and/or the Customer and Contacts List. It does not allow changes to be made directly on ...

Mike, [quote user="MikeB"]For a "Main Account" job type, I can change the rep to the new rep and save, but the old rep comes back when I re-open. A new sales order made from this job type has the old rep in it[/quote] What do you mean for a "Main Account" job type? Are you working with a custom Method screen ...

Andy - can you please do the following. Within your account enable the MethodSupport user by going to Customize>>>Users and placing a checkmark beside this user. Email (do not post to this forum) your exact Method account name and Method screen name. Please be sure to include the url of this forum thread in the email to help me ...

I followed all the steps and even created my columns in the customer listfor all 3 fields. The only problem I am having at the moment, is I want to check that I entered my actions correctly, and even though I dragged all 3 fields to the grid for both the customers and contacts, they are not reflecting in the live screen inside the individual ...

I'm not concerned with hostorical sales orders, just ones going forward. So here's what happens: 1. At the Account Name level on the Edit Customer screen, I can change the sales rep and it's fine. The new sales rep appears when I re-open, and it appears in the Customer List screen 2. For a "Main Account" job ...

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 ...