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On the activities list, I would like to use the column Assigned To/Type/Status to allow me to filter activities that are completed for a specific user. Example: I would like to show activities Assigned To: JSmith where the Status is Completed. If I type in JSmith and Completed, there are no results found.   Is there ...

All, I have been working on expanding our estimate system to include a sub table for the estimate lines.  The idea behind the table is that we have a service item that might have several individual quotes that would role up into one line of the esitmate.  In order to track and keep that information directly tied to the esitmate but to ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Contacts Fixed (#3599) - removed actions related to auto-filling the entity name on screen load. (QBD & QBO) Contacts List Fixed (#3599) - removed actions related to auto-filling the ...

[quote user="Sheila"]How do I make a change to this list to show only the Business name[/quote] Hi Sheila, We've customized the grid on the stock customer list screen with a SQL Override to make it easy to view the Contact: Name, Full Name and Company Name.  To change this you'll need to make a copy of the ...

[quote user="LaCrews"]They don't have a choice.  Which version are they using?[/quote] Just posting back to confirm that they don't have a choice, they'll always end up at the live version of the site unless you modified their portal link somehow. ~C

First, all my Customers are Businesses; this list is showing all of my contacts for each business, How do I make a change to this list to show only the Business name  and not show the contacts unless I go to the Customer account?   

[quote user="LaCrews"]Which version are they using?[/quote] Since they don't have a choice it should be taking them to the live version of our site.  I'll confirm for you. ~C

[quote user="Blake C"]For instance, is there a way to Preview records by filtering certain fields?[/quote] Not to my knowledge, I was reviewing the property grid for additional options but I could only find the number of rows setting. ~C

Thx. I should have been more specific. I'm looking to filter data for the Preview, not merely constrain the number of records. For instance, is there a way to Preview records by filtering certain fields? A WHERE clause, basically. Thx

[quote user="Blake C"]Anyone doing automated web UI tests against MethodCRM?[/quote] We here at Method use the product extensively before it hits the stage version for each release cycle.  At the staging cycle we allow customers who want to see the latest and greatest features of Method in so they can see what ...