Method Community

Hi Ben Thanks so much for the quick response. I'm trying to puzzle my way around the screens, but it's getting late here in the UK, so I'll pick it up again tomorrow. Just to give you an idea in the meantime, I have created custom versions of CRM_LeadList and CRM_EditLead, both of which have been set up to replace the links from the ...

Hi Francesca, The CRM_Search_Customer list on the stock screens is intended to be called as a Popup Window. The Popup window , and the 'Select' Button contained on the grid - assigns the necessary Record ID into a Shared Result, and then Closes the screen. Its the Customer and Contact List screen (where you orginally called the Popup ...

Hi I have a customised version of CRM_EditLead (and some other screens) so that our sales staff cannot access the Convert to Customer button - I prefer to control when records are sent to QuickBooks. This is in a tab and tab group I have set up to keep our customised screens separate from the standard ones. I have been able to link the ...

I'm now installed on both my iPhone and iPad. Looks good! I will keep you posted on experiences. -Kerry

Happy to help! Let us know if you needed anything else to get you up to speed  -Ben

Fantastic! I had absolutely no idea that this was an option. I admit that I am not well versed in Method since I just recently took over the responsabilities for Method from the person who originally set it up but this was EXACTLY what I was looking for.  Thank you very much! A++

Well I never did get a solution from Method, but installing Windows 10 seems to have fixed it...

This will be a welcome fix, I have a few hundred items to edit that require a complex special filter, and it simply does not work to set the filter for each item

Hi there TractorToolsDirect, Was there a Reason why you werent using Group Items? Group Items enable you to add multiple individual items by inserting just the one 'Group' item into the grid. You can add group items under the QuickBooks Tabgroup > Lists > Items > New Item > Group. If this doesnt work for ...

any more info on this ben? have you been able to look at the emails? Thanks