Method Community

 Running through the drop down Wiazrd, step three I choose the text field.  I understand. Can I show two fields in the drop down?  For example, my matters have very ambiguos Opportunity IDs, ABC123, that sort of thing.  But the names are meaningful, like Alpha Beta Corp re Field Study.  I'd like to have the drop down ...

 Another one of those "this worked pretty well in Salesforce" questions. Our projects start with a Sales Order document which we populate out of our CRM software.  Basically, I create the appropriate questions to prompt the sales staff to scope the project, and the sales staff fills in the fields which are ported out to a ...

This is interesting. It is working fine now.  First, I do not have a save button (standard screen, not custom).  Second, the invoice did not save when I entered the customer, but I re-entered the customer name it saved fine.   Thanks

I am creating an invoice.  I try to add a line item.  I get a message:   Please save the screen before adding any line items.   I am lost on this.

I will follow this thread with interest.  We have a similar workflow where a salesorder will be generated in Method which will have coresponding line items on an invoice, also running through Method.  I will not hijack the thread; this is very helpful.

Say my customer company names are Alpha, Beta, etc.  I have opportunities that come in.  So, maybe I am going to dig a ditch through a field for Alpha.  I will call the opportunity Ditch Through Field.  Once that Opportunity has been named, I want a field (perhaps called Full Opportunity Name)  to automatically be updated ...

Not to stay stuck in Salesforce world, but can anyone shed light on how to handle Accounts and Contacts in MethodCRM?  I am accustomed to creating a Contact as a child of an Account.  An arrangement which seems intuitive to me.  In thatway of thinking, the Customer is the Account, or the organization.  In Method ...

That did it!  I did not notice that the fields were in the same cell! Thanks.

This is what I have, I guess the fields are to toall or the field names are too small.  What's the  best way to a) fix this on this screen and b) standardize this so future screens work out? From MethodCRM

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