Method Community

  Nathan- This is for Customer and Leads, let me know if you need the rest.(Note some of the Screen are place holder screen) Tab: Customers Tab Link Name Opens Screen Show Customers Dashboard CRMQBO_Home Dashboard Unchecked Customers and Contacts ...

m.mehr- Did you try the steps in the other forum post? Below is a slightly modified version of the steps: Click Customize > Tabs. Scroll down to the tab where this custom tab link is located and click Edit tab links on the right. Check to see if the tab link you are clicking has a screen assigned to it, if not select ...

Danny,   Thank you for figuring that out.  Now I need a list of what the standard Tab names should be so I can change them back.  Please let me know where I can find out exactly what they should be.   Thanks again, Nathan

[quote user="Nathan W"]Thank you for the quick reply.  I tried what you suggested, but the issue still remains.  I have enabled the support on my account.[/quote] Good Morning Nathan, This morning I logged in via Method Support and confirmed that the tab names have been changed in your account.  As a result, if the ...

When clicking on a tab link for a custom version of Budget/Contract screen, I get the following error:   We were unable to resolve your request. Either the screen you are trying to access does not exist, or there was a problem with your request. Recommended actions: If the screen has been replaced or republished by ...

Nathan, One last thing I thought of before looking at your account.  Have you changed the name of the tabs?  For example, changing the "Leads" tab to "My Leads"?  If so, this could very well break the link that is setup in the actions for the button you're clicking on.  Check to make sure that your tab ...

Danny,   Thank you for the quick reply.  I tried what you suggested, but the issue still remains.  I have enabled the support on my account.   Sincerely, Nathan

Hi Nathan, I just tried this out on a couple of accounts and wasn't able to get the same error message that you received.  Here are a couple of things to check:   Click Customize > Tabs. Scroll down to the Leads tab and click Edit tab links on the right. When the Tab Links for Leads windows appears, look at the 3rd row for ...

Hello,   I am experiencing the following error message on my Lead List screen when I click + New Lead (this is the default Lead screen) ---------- Could not run the 'Go To Tab Link' command, as there was a problem locating the Tab Link 'New Lead'. This Tab Link may have been deleted, or if you copied the original Screen ...

mlepitt- Are you using the standard invoice screen? If not does the same thing happen with that screen?  Also if you change the Terms drop down does it populate the right Due Date? I created a user with a staff role on my account and it works. -Michael