Method Community

JamesQ, The screen you want to edit is CRM_EditOpportunity (The CRM_OpportunitesList is the screen that lists all the opportunities), to edit a screen you need to make a copy of it first, when making a copy you will have the option to point existing screen to the copied screen you are creating (Which in your case is probably the best ...

all of a sudden as of a few hours ago we cannot find customers in our database they are in quickbooks but not in method something has changed, we have not customized anything in months   customers we cannot find  clarence meredith, don mcmenamin, betty phillips, roger ralston, lawrence reed, richard skinner   i have enabled ...

What is the name of the Opportunities screen that I need to edit?  I see "CRM_OpportunitiesList" - is that it?  Regardless, I cannot edit the screen because I only have Copy and View options for these screen: From MethodCRM

JamesQ, Once the fields are added to the Table you should be able to customize the Opportunity screen and drag the fields onto the screen from the panel on the left. Did you get as far as customizing the screen? If you did but you do not see the added fields you may still be using the old screen. -Michael

For any Opportunity that I create, I designate an ID, a Formal name, and a nickname. I can put the Formal name in the existing Name field on the Opportunites table.  I want to create a field to capture the ID and the nickname.  I know how to edit the table and add the fields, but I cannot figure out how to get them to show on the ...

l.maurer, You can still create sales reps in Method without have them sync to QuickBooks. Also to confirm will you at least be doing an intial sync with QuickBooks?  -MIchael

Hi jnoeiliv1, I am not 100% clear on what you are trying to do. At the very minimum when you click Update, it saves the grid and refresh it. Those action you put in the Update can be placed in one of the cells in the grid in the lose focus (Main difference is that it would be outside of a loop). Also to note, any time there is a Save and the ...

Without using the Sales Rep field, is there a way to assign a user to a Lead like you can for an Opportunity?  Client will not be linking with QuickBooks, so will not have QB Sales Reps.

I cannot find an Action that exactly duplicates the function of the "Update" link that is automatically provided underneath the bottom right hand corner of a Grid. I have tried the Action "Refresh Grid", but it does not save the cell contents.  I have tried "Save Grid" row as the first action in a sequence then ...

I'll give it a try.