Method Community

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 ...

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 ...

prominent...maybe a blue like a hyperlink

Hey Mahlon- What does more pronounced mean? Make it look more like a button? Bigger?

Opening an existing activity would fall under the "Recent Records" as you are opening a screen with an active record.

Thanks for the additonal details Mahlon.

 

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 ...

How would that work in a scenario where let's say...you have an edit activity window open, but did not make any changes. Then you navigate to another app such as Invoices. From there you might go to Cases or any other app. Would this let me get back to the Open Edit Activity screen?

Hi ItfromValor, I have seen this when sending a report from QB to XLS. (in this case go to adanced options and uncheck "space between columns").  But I have not seen this behavior in generating a Method report with the report designer. I agree it is most annoying, cause once in Excel you can't do a thing with the data.