Method Community

All pages are https now, not just opt-in. So the feature is not necessary. Paul

Hi, I am brand new to Methord CRM.  Is there a way to search for a particular invoice without having to scroll through hundreds of invoices?  Thanks!

 How has this changed in the latest MethodCRM 6/5/2012?  I'm not seeing a checkbox for "Is a https secure page?".

I'm getting an error message when i put in new leads into my crm. Here it is: Since QuickBooks Online does not support an active/inactive status for customers, you cannot set this customer to inactive. Can you tell me why I'm getting this message for new leads?

 Can you tell me if this has changed in the current Method CRM as of 6/5/2012?  I'm not seeing a lock when hovering over an unmodified Customers/Invoices tab link.

I figured out my problem. The Go To Screen action is ok to use - as long as it's used consistently. I found that I was using the Go To Screen action on my Buttons, but using Go To Tab Link on my Go To links. Now that I've made them all Go To Screens - it's working like a charm.

My Portal screens, including "Back" button actions were copied  from another account and are identically set up. However, the portal for the account I copied from isn't having any issues and I can't remember experiencing this just last week when I was testing, but focusing on other issues. Each "Back to Home" link ...

[quote user="JKM@SA"] Is there a way to copy that button, or all the actions associated with it, and just change the report name reference?[/quote] Very simple here - make a copy of the FieldService_WorkOrderList screen and open it for editing.  Scroll down the to Print/Email section and you can see the button for Print Work ...

[quote user="micheleh"]Can I add fields that are needed for the central station but we don't need here and are not part of quickbooks? And - can that completed form be printed to PDF so I can 'attach' it to that customer record in QB as well as e-mail it to the central station?[/quote] Absolutely.  This is the beauty of ...

 Oh, and when I go to the main Method environment and use the Export to PDF option that I've attached to a button, the PDF is 6 pages. It should be 3. The Method version contains a lot more entries than what I see in the Report Designer.