Method Community

pdirect- The new CRM should consist of the following.   Tabs: Activities Campaigns Cases Contacts Portal Customers Customize Employees Field Service Center Home Leads Lists Mobile Opportunities QuickBooks QuickBooks Home Solutions Vendor Leads Vendors Tab Groups: QuickBooks Mobile Users CRM Anything else is extra . -Michael  

Tracy, When you refer to "turn white" do you mean non-greyed out and enabled again? Method has an Enable/Diable Field/object action which greys out fields(Disables them). As far as changing color goes the only option at the moment would be if you are using a label and it would require updating the content of the label to have HTML to ...

Do you have a list of tabs and tab groups that need to be removed when switching to the new Method version? I want to remove all the tabs and tab groups for the old CRM version (not full blown).   

samleung, What browser are you using? Do you have multiple instances of Method open in the same browser(Using multiple tabs)? At this point I am still not able to duplicate this issue. What we can do is consulting time(30mins at 62.50), you would be charged up front for the time but if it is indeed a Method bug and not just user error you will be ...

I'm trying to have a group of fields default to being grayed out when the screen loads.  I'd like for them to turn white when a particular yes/no box is checked.  Ideas on how to accomplish this? 

Val, Thanks for your help with problems in the opportunity threads. The screens are working fine now.

Thanks Val. I love that you guys added a release notes blog!

Yes, It is how I set up the roles. I copied the "bill" screen and edited it. I think I'm viewing the copied screen because it doesn't use the orginial anymore.

samleung- Lets try to simplify this and let me know if we are on the same page.   You have a button(Save) on the Bill screen and this button only has the Manager role checked. You have a user(John), John only has access to the Staff role. You have a user(Ralph), Ralph only has access to the Manager role. When you log in as ...

I tried to log in and out few times but the staff account still can edit the bills.