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James-
If you are looking for List Builder it is now under the Campaigns tab.
In Method you can't convert to Word but you could create a PDF(Report) using the Method Report Designer based on the SalesOrder table and use the new tables you created as detail tables for the Report.
To actually generate this report you would use the Generate ...
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James,
If you set the grid to be editable you should be able to just click in a field and edit it. If you are talking about Edit... button found on some grid rows those are actually manually created and normally have a Show screen in popup action in them that will display a screen that for editing that record (You would need to create this ...
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I am trying to work with Lists.
My end game it to get export fielded data to a Word document that I can convert to PDF and deliver to customers. I was told elsewhere on this forum to use the Generate Report function. I have used the Export feature to go to Excel, and I've been able to export the content of one table.
I have ...
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Hi James,
'Sales Center' no longer exists in the revamped CRM (The manual hasn't quite been updated just yet) but the contents of it have been broken out across multiple tabs. What exactly are you looking for in Sales Center?
-Michael
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Thanks. I can delete now.
However, when I create the field and choose to allow editing of records in the grid, how do I then edit the fields? I pick Edit... to be the link, and I do not see that anywhere.
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Throughout the MethodCRM User Guide I am told to Click Sales Center. How do I do that?
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JameQ,
I'm glad to hear that you fixed it. The next time it happen if it happens also take note of the time so we can track down the error.
-Michael
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I figured it out. It took me a while to identify which RecordID related to which record in which table. But it is now working fine.
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I have a grid with one field. This it basically a "line item" Grid which allows me to accomodate multiple entries.
I have a column with a Delete link. It deleted fine.
The problem is when I try to add a record, I get an error. Once the error hits I cannot save the record or move to another record.
An error has ...
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An update - we are still waiting to hear back from Intuit on when/if they are going to allow syncing with Resale Number in QB Online. We have pinged them again to see if they are getting us the answer this week as promised.
Paul