Method Community

pdirect- Here are some recent changes that have been made to Opportunities http://www.methodintegration.com/cs/blogs/releasenotes/archive/2011/11/11/method-crm-updates-november-5-november-10-2011.aspx -Michael

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Opportunities List New - linked field added to the opportunity table which grabs the company name for the lead/customer. (QBD & QBO) Improved - the column “Assigned To / Name / ...

One more thing to add is that once we do implement roles on a screen level we will have a document outlining the specifics. -Michael

d.weigle- There are no existing fields besides the one you mentioned that were designed for SIC code or Business category.  -Michael

d.weigle- At the moment none of the standard Method screens take advantage of roles on screen objects/fields. The only place that these are set by Method right now are at the tab and tab link level. We currently don't have a list of what roles have access to what tabs but if you edit the tab it is displayed there. -Michael

Michael- This issue should now be resolved. Let me know if that is not the case. -Michael

Before I go creating any new fields, is there any existing field besides Customer or Lead Type that was designed for an SIC code or a Business Category? 

 Yes, I watched the webinar. I understand how to assign roles, add permissions, etc. But the webinar does not answer the question I asked above, which is, is there someplace where I can see a listing of the screens and actions that the "Manager" role, for example, provides permissions to.

d.weigle- Watching this webinar HERE will help you understand how roles work in Method. -Michael

Is there somewhere that I can see the specific permissions assigned to the pre-defined Roles? The descriptions on the Roles tab are pretty general.