Method Community

[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

My client has a two user QB license installed on two workstations as well as the server.  In order for the Method Sync engine to work, QB has to be logged in on the server, thus using one of the licenses.  Should the Method Engine be installed on the workstation instead?  Do you have any other suggestions to keep Method from ...

Hi Fred- Take a look at our webinars found HERE. They go over customization in Method as well as general use of the CRM. -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] That's new territory for this newbie.  I'll give it a try. Are there any ...