Method Community

I have created an Activity(2) screen and would like to pull in the Opportunity Name.  Can you give some direction on that.  The Opportunity Number is there, along with Client and Contact, Contact phone etc.  I can click on the Opp # and go to the Opp from the Activity, but our sales team would like one Activity Screen that shows ...

 Hi Heather, The "Copy / Import Screen.." does carry over your tables and added fields, the structure and screens will work exactly the same was they did before minus the data. Regards, Denis

 Hi Heather, If you're in Customize->Tables/Fields->Edit Fields, then you should be able to add multiple fields without having the window close.  It should only close when you click "Finished editing fields." Is this not the case for you? Thanks, Wayne

That certainly did the trick.  Thank you!! 

Thanks for the information.  That gets me off to a good start.  I just have one point I would like some clarification on, will I be able to bring over tables I added and fields that were added to existing tables. I'm not as concerned about the actual data in the tables just the structure, so the screens work ...

 Sounds great  Thanks again.  Method is truely a great product.  I can't wait until I get everything setup the way I want, but I'm off to a good start and have the rest mapped out.  I'm very excited to see the other changes that are coming.

I want to set up a combo item package in sales order, but I found i can only select one item at each time, is it possbile to have a function to insert a new item to a blank line or next line? I found if i using the "enter value to the filed function" the new value i entered will overide the value I entered before. Thanks for reply.

Everytime I add a new field to an existing table the table closes and goes back to the main Table list.  Is there any way to stay in the table while adding fields?  This would save a lot of time.

Hi Salson, The above instructions should yield the desired result, as I've tested this on my machine and it works. What you can do is check the estimate table to see if the custom field is showing up there under customize -> tables and fields. If it isn't listed, please double check the above work-flow to ensure all steps were followed ...

 Hi Beth, The time-tracking area in Field Services Tab is built off the time tracking table under Employee Center tab, so they are indeed linked. The key distinction between the two is as follows: Employee Center -> Time Tracking: This section allows you to enter in time entries identical to the way they are entered in ...