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Hey Rick,
Were you looking to design a new invoice template in report designer? We have some good content on our help center where you can find articles and videos on report designer. For our report designer article you can CLICK HERE and for our videos you can CLICK HERE. We also have some webinars you can view by CLICKING HERE.
-- Loi
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Hey Eric,
You have to get your Method Coach to give you access. I have sent her a message to follow up with you.
-- Loi
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I'm having difficulty getting grids to align nicely with other objects when there are no filters displayed. See my screenshots for examples.
Any suggestions?
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Yes, still an issue
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I was wondering how we can switch to the new UI. Upon login, I still get the classic UI.
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Hey Rick,
Sorry for the late reply. When you import your invoices, it creates new RecordID's that the InvoiceLine records will not match up with. You will have to go into your InvoiceLine file and make sure to adjust the InvoiceRecordID's so that they match up with the correct Invoice RecordID's in the invoice ...
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The following updates are now live for users of Method.
Subscription Area
Granted account admins of expired trials the ability to modify subscription details prior to subscribing (PL-3317)
Updated app descriptions (PL-2365)
Dashboard
Ensured that deleted custom apps no longer display on the dashboard ...
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Hey Mahlon,
I just tested this by creating a new activity from an opportunity and it does seem to choose the default one set in the activities preferences.
Is this still an issue for you?
-- Loi
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Thanks Loi,
I sent you a private message
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How can I add a tag to a contact when they submit a web form? The contact table is not part of the web form wizard.