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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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Hi Alex
You can get information about our pricing and customization services on our site.
Here are the links.
http://www.lacrewsbsp.com/MethodCRM/Support
http://www.lacrewsbsp.com/MethodCRM/Customization
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We have just added the Field Services specialized app and notice that the Estimate tab link in Field Service Center is different from the Estimates tab link in Customers. Do these have different functions?
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Alex-
We require a user to have Method CRM Pro when getting a customization package through us.
In the example of leads, changes would most likely need to be made on the 'Edit Lead' screen and 'New Lead' screen, which does count as 2 screens and each of the fields added to either of the screens count as a field towards the ...
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Hello Michael:
I will do my best to gather the data from there. Will we need to convert to the pro version to use your customization services?
Also, I wonder if we need to customize the lead screen, does the work done on the lead screen also cover other instances where leads are edited, such as the "new lead" screen or does that count ...
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Hi Alex-
Have you taken a look at http://www.methodintegration.com/custom-software-development-for-quickbooks-pricing.aspx?
It gives a break down of pricing for our customization packages for both screen and report customization which may help give you a rough idea of how much the changes you are looking for will cost.
To get a more ...
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