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 We have created a work flow for our account managers where they create an opportunity, but do not fill in an amount.  On the opportunity screen we have added a 'Save & Create Estimate' button, which takes them to the Estimate screen and fills in fields based on the opportunity.  When the account manager saves the ...

Ronen I think you misunderstood me, I know how to make sure a user is active.  What I wanted to know how to make my calendar displays by defualt only active users.  In other words when I look at the calendar now it defualts to the user logged in.  I wanted to find out how I cal have all active users selected for assigned to field ...

Ronen, Thanks for the data and i got it to work.  The discriptions of whats wong really helps.   Thanks! John M

Hi Katie G,  Within the "New Opportunity" screen, the amount for the opportunity will always stay the same unless the user decides to make the amount of the opportunity lower then the original amount. This amount is the value that you will place towards the potential sale opportunity. The Probability % is the only relational ...

Hi viret56,  Can you be more specific in what you are trying to achieve by these actions? What type of screens are you trying to relate to each other? Ronen

it doesn't sound like we are talking about the same thing.  i have already created all the opportunity stages i wants using the "..." button.  they are all there and i am using them. on the opportunities list screen in the top left it says "custom filter by view" with a drop down next to it.  i'm having ...

:) Well it was under 1000, but I'll go even smaller and test ~ THANKS (ok, it wasn't THAT much under 1000 :P)

Here's something else: during our phone conversation you had determined that it was my customized Sales Order screen that prevented me from saving description-only line items in Method, and that the original Method Sales Order screen does allow you to add new line items where only the description column is populated. After attempting to find ...

Hi csmp, If you go to Customize>Users, and you click on the Edit link for your user, in Step 2 of 10: Email Setup,  do you have a check in the checkbox for Use default email server settings? If you don't, please click Here for the solution article which will help you in setting up your e-mail server settings in Method from our brand ...

Hi jbadwal, To make sure that the user is active, you want to go to Customize>Users, and click on the Edit link for a user. In Step 1 of 10: General Properties,  you need to make sure that you have a check in the checkbox for Login is Active. In addition to that, in Step 4 of 10: Access to Tab Groups, you need to make sure that this ...