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Thanks so much Ronen. While I was waiting for a response from the forum, I decided to delete all the screens that I made so that I could start at the begining again. So I deleted my EditLead, NewLead and LeadList screens. I figured by doing that it would all revert back to where I started. I have gone into Customize>Tabs and have set all the ...
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Hi Lorin,
When you made a copy of the edit lead screen, did you select the option to Replace links to an existing screen: or did you select to Add a Tab Link?
if you selected the option to Replace links to an existing screen:, make sure that when you go to Customize>Tab, that when you cick on the Edit Tab Links... beside the Leads tab, that ...
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I am having a similar problem with a copied screen. I too tried deleting the screens I made and it did not fix the problem. I also watched the webinar about changing screens which also did not help me with my issue. Hopefully someone on this forum will answer. It seems like a very basic issue.
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Hi Shelley-
Now in Method if you enter a value into a drop down that does not exist in the drop down and click Save you will get a warning. This should address your issue.
-Michael
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To update this forum post.
Currently we do not have a solution for this situation but my above suggestion should work.
-Michael
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Hi m.guy,
I just wanted to give you an update that in you Method account, the original Method screen BillPayment has been updated to the correct date of Feb 6, 2012.
Ronen
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Hi emiller,
I have an update for your question here. You can generate a list with all of your leads within a function called a List Builder. The best way to do that is go to:
Go to Campaigns>List Builder.
Click on the Fill List With... section.
In the section where it says to Fill with customers:, make sure that you select Is ...
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Shane,
It's a bit hard for me to tell what default Method supports since I've customized my tables and screens, but I've confirmed that Quickbooks already has a field for Phone, Fax, E-mail, Alt. Phone, Alt Fax, and CC in the Customer table. If QB has the data, so will Method.
But, I cannot tell if the Method default ...
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MisterBill -
I'm sorry to hear your experience. The last thing we want is for you to have a bad experience, especially in front of a customer.
As John mentioned, we target tablets with our mobile sign in and mobile-optimized screens, rather than the regular sign in. In the sign in page, look for the Mobile link at the bottom (or ...
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From what i have gathered and i have tested you cant use reg method in a tablet. For me it never worked. You have to use the mobile version on the tablet. Now i could be wrong....but out of the box from ATT and Verizion, it never worked. The computer guy from Sony toled me this. "Think of a tablet computer as a very big ...
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