Method Community

Fred- Try the steps below Go To Customize > Tabs  Click Edit tab links for the Customers tab Look for Edit Customer and change the Opens Screen drop down to be the screen you created. -Michael

I created new fields for my Edit Customer.  I made a copy of the Edit Customer and added my new fields. I published and saved. I double-checked to make sure my Tab was showing the new screen. However when I opened up my customer list and clicked on "go to" for a customer, all I got was the original Edit Customer ...

Fred- Try logging out and logging back in. Sometimes when you initially replace a screen it still references the old screen if it's already been loaded.  -Michael

[quote user="Method_Michael"]After adding the new fields to the Table you will now need to add the new fields to your screens. You will have to make a copy of your customer screen and drag the newly created fields onto it.[/quote]  I managed to set up the new screeen and "publish" it and make sure the tab directed to the ...

Hi Fred- If you take a look at the Assigned To field you dragged you sould see <-> to the left of the Edit, clicking <-> will resize the field. -Michael

Attempted to edit the (copy of the) Customer screen. Tried to move Terms and Assigned To fields lower so I could insert a number of other fields.  When I moved the "Assigned To" field lower it went from two cells to one cell in the table.  What did I do wrong and how do I correct it? Thanks in ...

[quote user="Method_Michael"]In that same screen where it lists the tab link, in the Open Screen drop down select CRM_ EditCustomer and for the tab link name enter Edit Customer and click Add Tab Link once it is added uncheck Show. Test the Go To and let me know if it works now.[/quote]  Saved my butt also.  I experienced ...

John- You will need to group the items to get a summary. If you don't want to print out each individual item and just the summary don't put the fields in the detail section just put it in the group footer. -Michael

Tricia- QuickBooks has to be up and running for Method to properly sync with it. You don't have to have Method installed on the file server, just install it on the a work station and make the work station the main syncing computer.  -Michael

Greetings, In reports i am trying to summarize the same items.  Do i need to group this? Thanks, John M