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Hey Mike, I was just about to push enter in my reply to your issue. I'm happy you got around to it, for reference and for anybody else that may fall into this situation in the future and find this thread- you mind posting how you got around it? For reference this is what I was going to reply with: First just to get some clarification: 1- ...

Never mind, I figured it out. It would have been nice to have some guidance on the issue instead of being stonewalled though. I could have saved a few hours.

There are 2 very simple actions, GoTo tab link and Show Tab Link, so I ran some tests: 1. Show Tab Link ONLY: I removed the GoToTabLink action. What happened was that the New Edit Lead screen was shown, which is what I want. Data is not populated yet because it needs the GoToTabLink action to do so. 2. GoToTabLink ONLY: I am taken to the New ...

By the way, stock Sales Receipt screen has the same problem.

I created a new "Leads List" tab in the Leads tab group that was based on the Customer table, as opposed to using the stock Method Leads List, which is based on the Contacts table. I also created a new "Edit" lead screen, because our current Edit Lead screen has severe issues that Method has been unable to explain or ...

Awesome!  Thanks for the guidance.  I will give it a shot.

  I’m sure as a small business you’re always looking for more ways to increase your sales, which means you need an easy (and efficient) way to fill your sales pipeline with qualified leads. This is why we’re excited to tell you about the Method Web to Lead App — a simple, effortless way to collect sales ...

Hey Gloria, You can't accomplish that using Calculated Fields; you would need to use Scripting. Take a look at our Report Designer Help Center articles, specifically: Solution No. 416 Scroll down to: 'Calculated script for getting parent' You would need to modify the code to get it working with LineItems/Retrieving ...

Hey Greg, What if you go to Manage Apps > Edit App (Estimates) > Copy (New / Edit Estimate) > OK Does it let you copy and customize that screen? If you follow these steps and still are not able to create a copy of the screen, please give us a call on the Method support line at 1.888.925.6238 x 2 and we'll be happy to take a ...

Hi Mortaza, Thanks for the info, but I'm having a problem. When I make a copy of the 'New/Edit Estimate' screen, I'm getting an error message whenever I try to load it. I even deleted the screen I made, made a copy of the stock screen without any changes, and tried to load the fresh copy. Unless I'm loading the original stock ...