Method Community

It’s hard to believe a week has already passed since I posted the first CRM movie on the Sales Center.  Time sure flies... I hope you’ve had a chance to view the first movie in the 6-movie CRM series, and in case you haven’t, you can click here to link to the Sales Center blog post.  Like the Sales Center, it is ...

 Phillip, That's great news! P.S I'm still trying to figure out what you mean by "you're a transplanted" :)

I discovered that I can copy it and it retains the core stuff (guess that was the entire purpose. :) so we're in good shape! Thanks much!!

 Hi Phillip, We're aiming for the end of next week.

Great Thanks much!! Any time frame on a release because I have some customization I want to do on the invoice screen when it rolls out and can be copied? Thanks again! I really appreciate ya'lls (I'm a transplanted Okie :) hard work on this!!

 I think i figured it out!!!   Keith

 Hi Keith, We are currently looking into this.

 Hi Phillip, We've updated the 2 accounts mentioned above and AnchorTaxPlusLLC, but don't know the fourth account.   For the forth one, you can import the screen from one of the above accounts. The invoice name is Invoice_UpdatedVersion.

all four accounts now have invoice (2) on them and the method user has been enabled ItekMicrosurgical and TemplatePhilipHolcer don't have Method Users. If you'll let me know when that's added to those accounts, then I'll enable them or you may enable them when you add them...whatever you need there. Thanks!!

This is great! Thank you! Would you mind pushing it to all 4 of my accounts? template account our company account my two client accounts I'll log into all four, make sure the method user is enabled and make sure we have a copy of the invoice screen. It'll be called Invoice (2) Thanks again for all your help!! Will post again when ...