Method Community

Hi Adrian, With the stock CRM system you cannot duplicate an estimate or quote. However, this is something that can be done through customization. What you would do is use the Insert Record Into Table action to insert a new Estimate, and use the values on the Estimate screen to input into the new Estimate record. The actions for this ...

Hi James, Is this through our stock Covert to Customer button? Something to try would be to go to Customize > Tables/Fields, and click Edit Fields on the Entity table. Then simply click Finish Editing Fields. This will regenerate the table your customers and leads are stored in. You can also send me an email with your Company Account name, ...

That's great to hear Issam! - Adam

Hi Issam, What about the hyperlink didn't work?  The link itself or the URL?  If its the URL, try using the short URL option in Google Maps. The long link in the address bar could be causing issues since there are a number of special characters. I put this in the Work Order Instructions and it was clickable for me on the printed ...

Hi CF_Pro, Based on what you've said, there are other ways to achieve what you want. If you simply only want your sales reps to be able to view and edit their own customers, you can do this using shared records. There was a blog post awhile back that goes over how to set this up. You can find it here: Sharing Customers, Activities and ...

Hi Issam, What exactly should be clickable? A physical street address? Depending on what you need, there are some options available like hyperlinking or making an email clickable.  This just depends on what you actually want to show when the address is clicked. - Adam

Stephen, I'm glad you got this sorted out. Happy Holidays! - Adam

Happy Holiday to you too! - Adam

Dan, Okay, then I'd employ the suggestion from the other post about show/hiding grids based on the logged in user. For your grid that can add/update/delete, take a look at how the InvoiceLine grid functions. You can reverse engineer that screen to see how to set the grid up.  One of the best ways to learn ito customize is to find a ...

Hi Scott, I'm a little confused as to what you mean by selecting the sales rep for a contact? The sales rep field is selectable and can save when editing a customer. While viewable for a contact, in the Contacts table it is a linked field from the Entity table. You cannot edit a linked field, it is only viewable.  Can you tell me which ...