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Hey Mahlon-
Thanks for the feedback.
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This still is not working. Although all of the customer information associated with the invoice changes the invoice stays associated with the old customer account.
Again, this worked fine for me on Thursday, I moved several invoices from customer A to customer B without a problem. But since Friday all it does is propagate the ...
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Hey again Loi,
This still is not working. I follow the instructions you gave to the letter and although all of the customer information associated with the invoice changes the invoice stays associated with the old customer account.
Again, this worked fine for me on Thursday, I moved several invoices from customer A to customer B without ...
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Hello everyone,
My name is Jorge from the US-Spain Chamber of Commerce. We are actually starting to use the Basic Method CRM and wanted to remove one feature of the program. We want to remove the ability of anyone inside Method CRM to create an invoice that syncs to Quickbooks. Thank you everyone for your attention, I will be ...
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prominent...maybe a blue like a hyperlink
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Hey Mahlon-
What does more pronounced mean? Make it look more like a button? Bigger?
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Opening an existing activity would fall under the "Recent Records" as you are opening a screen with an active record.
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Thanks for the additonal details Mahlon.
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I have a few clients that view open orders in a list. They display quite a few details about the order and view it on a widescreen monitor.
They liked the zebra striping in the previous version better.
We could try having a hover state and see what they think.
Personally I prefer the shaded rows because of scrolling through ...