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So I followed your instructions and under Customize, tabs, tab links for Customers. Estimates box says Quickbooks_Estimate. Any suggestions as to what we need to do to get the original estimate back? What should the original estimate named?
Chris
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Yes, it's still happening.
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I have accessed Method using an iPad and everything seemed to work pretty well on the full site except for creating a New Activity. What happens there is the screen takes a long time to load and even when apparently loaded, the processing "circle" is still going at the top of the browser bar, and at the bottom of the new ...
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Can I confirm this is still happening?
~C
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[quote user="John M"]Any users or advise on this?[/quote]
No users here at the office but you should be fine with this as long as you have an internet connection and a browser.
~C
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[quote user="smohyee"]is there a more convenient way to add a record to an existing table without having to design a screen/action set for it, short of deleting and recreating the table? [/quote]
The best way I've found is to create a table first then create a screen with the table - this way you get an entry screen ...
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Greetings,
I have a chance to get a Google Chrome book CR-48. Since I do 95% of my day to day business in Method, a simple chrome book might just do. Any users or advise on this?
Thanks,
John M
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When creating a table related to a dropdown field, I'm given the option of initialising the table by adding any records I can think of. Once the table is created, I can no longer add records this way.
My solution has been to design a related screen for the sole purpose of adding records - an "Add/Edit Shipping Method" popup screen, ...
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Greetings,
I use the field services center daily. The major difference between the two is in field services estimate screen, is the abilty to change a estimate to a work order. Other than that...they both use the same data and such. So if you create a estimate in CRM it will show in field services.
John M
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