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Isnt there an easier way to do this. In quickbooks its as easy as a click of a button. I just dont want my employees to have access to quickbooks and I dont have access to it when im out in the field.

In my business, I tend to get work from property management groups and apartments. I want to set up the "Job of customer" area to work easier.  What I have done so far: In most customer screens and new customer screens I moved the Job of Customer box to the main tab below company name. I have also created a button on these ...

That worked. Thank you very much. Ive been trying to figure this out for days.

I dont need to insert data from 1 field to another as explained in the link you posted. When we get a phone call from a new lead, we get some basic info so we can call them back with a follow up if they dont schedule an appointment at that time. If they do schedule an appointment, we go to the calendar and create a new work order. In this work ...

I am having some issues with my dispatch not getting all the customers information and I can't figure out how to get this custom button to work properly.  An example of what I'm talking about. A new lead calls so dispatch goes to the leads tab and clicks new lead. We do not get all their info upfront because new leads are calling ...

Ok, I got it working now. In the button properties, I went to upload a  new document event and went to the second action (assign value to shared result) and set it like this. Value from screen = Contact. I figured vendor name in this field would work, but I guess not.    I gotta say, Method Integration is by far the best ...

Hi jason. I dont see that action anywhere. If i edit the button and  go to step 2 and click event= Upload a new document these are the 4 actions in this event. 1. Call another action 2. Assign Value to Shared Result Set ResultDocumentLinkEntityFullName 3. Assign Value to Shared Result ResultCustomerListLastPopupCalled 4. Show Screen In ...

I am trying to add documents for my vendors and possible for employees in the future. In my vendors screen under Vendors and Contacts List I created a section called documents and it shows up next to address info, additional info, transactions and activities. I have the grid all setup just like it is set up under the customers screen except the ...

I am finally able to get everything to work properly now. I had to switch back to the July version, redid the grid, put in the filter for the entity record and had to put in another filter to filter out the internal files using IsForInternalUse Equals No to hide the internal customer files. Thank you for your help, but you may want to look ...

Was playing around with this a little more and deleted my custom contacts portal and went back to the factory settings and the home tab works correctly in my test portal. I then went back into method contacts portal, right clicked and customize. Had to create a new screen. Once opened I clicked publish and save without making any changes. ...