Search
-
Hey Steven,
No users have access to the CSS templates, but you can format your display settings in Method under the Customize Tab. Under Customize, you will find "Display". In this section you can edit all the color settings and font size's.
-
Joe - This is correct. For example, I set up a dummy Item "Cessna" and then made it inactive. The item Cessna is still showing up in the drop down list.
As a result, the item drop down list is very cluttered and confusing.
Jacob
-
Hey.
If im reading this right, you are wanting to filter the "Item" dropdown-field that is within the EstimateLine grid, such that when you add a new line to the grid, the dropdown excludes inactive items from the list?
Just letting you know what i'm assuming, and thus basing my answer off of.
~Joe
-
Joe - Thank you for your help. I followed the instructions and they make good sense. I would appreciate a little bit more direction.
I am trying to filter on Active Items.
I clicked edit on the Estimate Line Grid, then clicked Next to get to step 3. Here I left the view name default and selected Item from the drop down list.
Then I selected ...
-
Users teaching users…it’s a beautiful thing.
Thanks Joe
-
Hello =).
Adding a filter to a dropdown in the estimate list:
Go to screen: "Customize"->"Screens"
Scroll down to the bottom and click copy/import screen. Make a copy of of the estimate screen on your account. After it is created, go to the new screen and click [Edit].
Find the dropdown in the screen editor that you want ...
-
Good Afternoon:
The drop down item list in the default estimate creator shows all items both active and inactive. Is there a way to only display active items in the drop down list?
Thank you for your help - Jacob
-
The report designer is a 3rd party component and currently they don't support this feature for MACs. I'm not aware of any plans to change this.
-
It is my understanding that MAC users are not able to create reports in Report Designer. Is there anything in the works to change this?
-
I am considering Method CRM. I've searched the forum for information about CSS templates, but I've not been able to locate information on whether I can bring my own CSS, modify the standard templates, etc.
How much control over the CSS templates do I have?
|
|
|