-
And where can I find out what the storage limits are?
-
I wish I could hide the tab. I believe the support user is already enabled.
-
Correction - we released the first version of this in March 2012...not March 2012.
-
[quote user="pdirect"]
And integrated document management would have been much better than a separate documents tab. There are already too many tabs.
[/quote]
Then hide the tab. We'll be integrating this into many our screens. Our userbase has been requesting a Documents tab for over a year so although you may ...
-
A release note was actually made today on the Release Notes blog. You can check it out here.
http://www.methodintegration.com/cs/blogs/releasenotes/archive/2012/02/02/method-crm-updates-january-27-february-1-2012.aspx
An official blog post will also be made next week once we complete the release of the revised Edit Lead and ...
-
And integrated document management would have been much better than a separate documents tab. There are already too many tabs.
-
Without research, I was never notified what the documents tab was, how it worked, what the storage limits were, etc.
And I already did what you recommended, but nothing shows up to remove. It only allows additions. If I could send a screenshot, I would.
-
[quote user="pdirect"]I'm trying to remove the "Documents" tab from the CRM tab group (as it appears this tab requires a 3rd party service).[/quote]
pdirect -
The new documents area does not require a third party service. You can store documents directly inside your Method account by choosing "Upload ...
-
I'm trying to remove the "Documents" tab from the CRM tab group (as it appears this tab requires a 3rd party service).
But when I go to edit the CRM tab group there doesn't appear to be anyway to remove the Documents tab. It looks like I can only add tabs. Can you please advise?
-
The following indicates which accounting application(s) the release note(s) apply to.
QBD = QuickBooks Desktop
QBO = QuickBooks Online
Documents Tab
New - a new tab called “Documents” has been added to the “CRM” tab group for all Method accounts which is dedicated to the document library in Method CRM. ...