Method Community

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.

It's no secret that we've been working on a QuickBooks Online version of Method CRM for some time now.  We announced that we were working on it at Scaling New Heights in May to our Method Solution Providers. We were then highlighted by Alex Barnett from Intuit with an early version using Intuit Anywhere.  Finally, we entered ...

Matt, You can use linked fields to get this information onto an Estimate (or any other transastion) and onto a print out. If you look for the Estimate table under Customize > Tables / Fields and click Edit Fields, select Add a linked field and for Link Using select Customer, this should populate the Linked Field drop down to show all the ...