You searched for the word(s): %27
-
wpdon,
The "To be e-mailed" checkbox marks that PO as to be
e-mailed in QuickBooks (QuickBooks has that same check box) it has no function
in regards to emailing from Method.
You will need to customize the Purchase Order screen to get the
results you want. I would recommend making a copy of the actions found in Print ...
-
pdirect-
The Customize tab is available in the CRM and QuickBooks tab groups but with Roles now introduced into Method based on the users role they are limited to which tabs/tab links they can see.
-Michael
-
Normal
0
false
false
false
EN-US
X-NONE
X-NONE
MicrosoftInternetExplorer4
...
-
If the admin tab group is not available anymore, where is the tab "Customize"? Maybe I deleted it already and don't recall. But if you're lumping the "Customize" tab into the "QuickBooks" tab group, that is not a good scenario. There needs to be a separate Admin tab (by default) for this type ...
-
wpdon,
How are you currently sending them out? How would you like to send them out? And what you are looking for is possible through customization.
-Michael
-
Is there a way to e-mail multiple purchase orders to the same party without having to send them individually?
-
Matt and Michael,
When you create a Budget/Contract for Hourly or Hour Not to Exceed the charge quantity (Ordered column in QB) starts off with a value of zero. This explains the Full Invoiced and you can test the same directly in QB.
Fully Invoiced is removed when adding approved, billable time and re-saving the Budget/Contract. This is ...
-
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).