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Hi
Is there a way to limit the items which are displayed when creating a sales order. A lot of our items are parts which we assembly the finished goods from and as such would never need adding to an order.
Thanks
Rick
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Hey Scott,
Manually moving each transaction, activity, opportunity, case and document is going to be time consuming as you have to go into each record and change the assigned customer to the your desired customer. I have attached some screenshots for you to follow along.
Moving contacts will be difficult as you will have to use the export ...
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We need the ability to get to recently opened screens. For example...
Let's say I have the view contact screen open and then I navigate to several other apps. I can't get back to view contact without going to the contacts app and searching for it again.
This is only one of several scenarios of where this happens.
This ...
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After a day of using the new release, here's some general feed back from several clients.
Most noticed an improvement in speed
Most of them said that the fonts are little too light, making it a bit hard to read.
Most would prefer to have the odd and even rows shaded differently on a grid
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Had a client mention that the next page arrow at the bottom of the grid should be more pronounced.
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Hey AmsoniaLandscapeandDesign,
Are you trying to find your created report from the custom report option in Method? Our stock report screens are based on a few of the master tables for example: leads, customers, activities, opportunities and cases. If your report is not based off of one of the stock master table screens then you ...
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I can no longer expand text boxes vertically, only horizontally
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Had a client complain that they are now scrolling more because the new release has more vertical space between these objects.
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Slight misalignment on screens with checkboxes and radio button
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Not enough room for internal note on action pop up
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