Method Community

 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.

 Here are my steps: Open "ManagerDashboard" in Method Report designer This report is called xtraReport11, and I make sure I select this in the report explorer window on the right. The property Grid on the right also shows the attributes for the report. I go to the Preview tab and then select the Scale button in the secondary ...

[quote user="micheleh"]is that an option?[/quote] It should be.  From what I gather you're trying to build a scheduling app where A must be complete and billed before B then C is available.  I would look at your scheduling lookup table and add columns to cover complete and billed status.  When you poll a customer to ...

[quote user="smohyee"]It was only this particular payment that created a synch conflict, which I copy/pasted for you above.[/quote] Because this was an isolated incident on your invoice I'm thinking something went wrong with the data entry.  A little digging on your conflict and I got this information:  This error occurs ...

[quote user="chrisg"]Two more questions, as of now the first column on the estimate is the description, how can I add the item/part number as the first column, as show in the method website. Also, there is a column called U/M. How can I remove this column?[/quote] You'll have to adjust the grid for EstimateLine.  Open up your ...