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  • Re: Customizing Screen Issue - Go To Link no longer working on other screen

    I have a very similar issue with copying the Cases screen and now when I go to the cases screen I also get an error with a Sequence Order.&nbsp; Not trying to hi-jack your thread but I am interested in finding out how to fix this particular issue.&nbsp; I was told to delete the copied screens and that would fix the original screens but this did ...
    Posted to Method:Classic General Q&A (Forum) by IrieAlex on 03-07-2012
  • Re: Customize screens please help!

    [quote user=&quot;LaCrews&quot;] IrieAlex You&#39;re right with regard to the learning curve and getting the hang of it. &nbsp;The best way to learn is to wade through the webinars. The webinar links are here: &nbsp;http://www.methodintegration.com/cs/blogs/methodblog/pages/Method-Community-Webinars.aspx [/quote] Thanks. I have looked into a ...
    Posted to Method:Classic General Q&A (Forum) by IrieAlex on 03-07-2012
  • Re: Customize screens please help!

    IrieAlex You&#39;re right with regard to the learning curve and getting the hang of it. &nbsp;The best way to learn is to wade through the webinars. The webinar links are here: &nbsp;http://www.methodintegration.com/cs/blogs/methodblog/pages/Method-Community-Webinars.aspx
    Posted to Method:Classic General Q&A (Forum) by LaCrews on 03-07-2012
  • Re: Customize screens please help!

    [quote user=&quot;LaCrews&quot;] Hi IrieAlex WOW! It sounds like you just jumped in the deep water. &nbsp;Did you get any sort of initial introduction to Method? [/quote] Hello LaCrews, Our account manager wanted to give us an introduction (show us what the different screens do and basic &quot;how CRM&quot; works) but I declined this because ...
    Posted to Method:Classic General Q&A (Forum) by IrieAlex on 03-07-2012
  • Re: Customize screens please help!

    Hi IrieAlex WOW! It sounds like you just jumped in the deep water. &nbsp;Did you get any sort of initial introduction to Method?
    Posted to Method:Classic General Q&A (Forum) by LaCrews on 03-07-2012
  • Customizing Screen Issue - Go To Link no longer working on other screen

    I recently added some new fields and tables and wanted to add those fields to the Edit Lead, New Customer, and New Lead Screens. I copied the screens, added the fields and now when I go to my new screen called &quot;Lead List&quot; and click on the Go to Link I get an error message that states: Could not run the Go To Tab Link comman as there was ...
    Posted to Method:Classic General Q&A (Forum) by Lorin on 03-07-2012
  • Re: Assigned to filter on calendar screen

    Hi jbadwal, Currently, we don&#39;t have a way to have assigned techs pull up on the calendar by default but only for the user signed in. I will create an internal ticket for this issue and will update this forum post once I have an update. Ronen &nbsp;
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 03-07-2012
  • Changing/Merging Accounts and Job Types

    I&rsquo;m looking to change customer names from: &nbsp; &quot;Customer1:Main Account:Employee1&quot; to &quot;Customer1:Employee1&quot; (which already exists for some customers). &nbsp; 1.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Can this be done in Method and can the changes be cascaded to QB? 2.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; If so, how do ...
    Posted to Method:Classic General Q&A (Forum) by MikeB on 03-07-2012
  • Customize screens please help!

    Hello everyone, Our company just acquired QuickBooks after using different accounting software and CRM for a while. Now that we have changed to QuickBooks, somebody recommended MethodCRM to be used as our CRM as it supposedly ties into QuickBooks very well. Our company focuses on distributing products from different manufacturers and a ...
    Posted to Method:Classic General Q&A (Forum) by IrieAlex on 03-07-2012
  • Generate letter for Lead

    I&#39;m trying to figure out how I can generate a letter for leads that I select.&nbsp; Basically looking for a mail merge type of functionality?&nbsp; I see how to generate emails but not form letters.&nbsp; Do I need to do something and export to a word processing program and do the merge there? &nbsp; Thanks!
    Posted to Method:Classic General Q&A (Forum) by emiller on 03-07-2012
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