Method Community

Say my customer company names are Alpha, Beta, etc.  I have opportunities that come in.  So, maybe I am going to dig a ditch through a field for Alpha.  I will call the opportunity Ditch Through Field.  Once that Opportunity has been named, I want a field (perhaps called Full Opportunity Name)  to automatically be updated ...

I created a custom table and called it "PropertyInformation"  I want it to show on the "Customers" screen along side of the fields: Address Info, Additional Info, Payment & Job Info, Transactions, Activities & Work Orders fields.  How do I do that?

It works now. Thx

 Victor, No luck.....I also had the "Assign QuickBooks categories" activated.  I thought maybe this was causing the problem.  I've inactivated this feature and I'm still getting the same result.  :/

Hi Marti, Can you try to do the following and then tell me if it helps: 1. Click Method Setup icon 2. Under Method Account Settings Tab enter your information and click "Save" 3. Under Appointment Details Tab enter all appropriate information and click "Save Sync Settings" 4. Click Exit 5. Select a single appointment and ...

samleung- 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. -Michael

I couldn't find "edit customer"

samleung, If you go to Customize > Tabs and click Edit tab links for the Customers tab, do you see  Edit Customer as one of the tab link names? If so what is listed under Opens Screen? -Michael

Hi JamesQ, Also just to confirm have you upgraded to the New CRM? If not you may not see the option for contacts in Cases, Activities or Opportunities. -Michael

Hi Marti, In order to make it easier to debug the problem, can you please send me a private message with contents of the file called MethodSynchronizationSettings.xml. This file should be located at following location: C:\Users\<YourWindowsUserName>\AppData\Roaming\Method\. Also, can you tell me if earlier versions of Outlook Plug-In were ...