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Hi viret56,  These are the steps that you want to take: 1. Click on Edit on the EstimateLine grid.  2. Go to Step 6 of 9. You will see that the selection for Adding takes place directly in the grid. The default `Caption for the add link` is New Line Item…  which can be changed if you like. I hope that helps Ronen

I noticed on the Estimates screen, at the bottom of the EstimateLine grid are three buttons as links (New Line Item..., Update, Cancel).  I have looked for them as I customize a copy of the Estimates screen, but I cannot find them.  Where are they?

Hi mwishon, Thank you very much for your suggestion. I just have a question for you: 1. Are you trying to prevent users from clicking on the images within this catalogue so that they are not allowed to save the image? Ronen  

Blake- I will look into this further and see what I can come up with. -Michael

Hi Imata00, It is possible to do this through customization within Method CRM, but would be done through our customization consulting service which is $125/hour. Another option is to upgrade to our Professional Services app if you have Method CRM pro. You can learn more about this application by watching the following webinar: Introuduction ...

Finally getting around to looking at the detail sorting again. The detail sections in my report are sorted by Ascending date field, yet the records with an empty date are still showing up first in the list. The remaining records are sorted by date correctly. Is there some other special trick to sort records by ascending date field but have the ...

QuickBooks added location tracking to QuickBooks Enterprise Solutions in Version 11 and then added serial number tracking (or if you choose lot number tracking) in version 12. Method Warehouse offered additional features as well, but these were the primary feature gaps in QB that are now filled by Intuit. You have to purchase Enterprise ...

 Hey guys,  it would nice if image fields could be set as read only.  I'm creating a product catalog for customers and would like my populated images to be protected on the screen.

 Would someone mind explaining why the Warehouse app is going to Legacy.  Quickbooks left a major gap in inventory control, which is one reason Method is so valueable.  Please tell me your working on something even better for this topic.

I want to be able to customize my new activity tab to have a billable drop down and time tracking slot.  Can this be done?   Lindsay