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Hey Mahlon, Based off the Method:Classic Opportunities screen listed within an Edit Opportunity screen I see 'Estimates' and 'Invoices' listed.   - Mortaza

What is the standard practice by Method for customizing labels for fields on screens? Add a new text object for a label and hide the caption of the field? or Reformat the field Caption? Seems like I'm finding a mixture of both. Adding a text box is a little more work but seems to save some screen space. Any thoughts?

Hey Conner, Happy it works now :). Why don't you add a Yes/No field to your SalesOrder (ie. IsShipped?) and use that as your checkbox.  The logic would be if the SalesOrder# opened has IsShipped? = TRUE then unhide a label on screen that says "SHIPPED!"  - Mortaza

Ok perfect that worked. Now the problem I am having is that when the checkbox is marked, it toggles my "SHIPPED!" label on all sales orders, not just the one the box has checked. I would figure the solution would be adding the label to the salesorder table as a field, but it doesn't look like you can add labels to ...

Hey Conner, This is how I have it set: http://i.imgur.com/yxSTfJk.png You're going to make it Equal To then Type In and thats where you simply type in Contact. - Mortaza

For your new view is that the only filter property that you use? Here is a picture of what my view looks like http://imgur.com/aCxVp7h , However this did not work. I am not sure which "Contact" to make specialtype equal to, is it a field from the screen, session, or shared? Conner

Hey Conner, As I reread your thread, my original reply did not answer your request. You wanted a 1-to-1 main contact to company per line, thus having as you stated one company/grid line. This can be done by adding a new Filter on Step 3 of 9 of the Grid Wizard. I created a new View Name, I then added from the ...

Hello, From what I understand within the Tab Group: QuickBooks when you try to access the Tab, List it does not pull up. That does sound like a permission issue. Advice the Admin to head over to Customize > Tabs > then click on 'Edit Tab Links...' to the right of Lists. On that pop-up they will have access to see which ...

Hello, I am using Method Classic CRM and finally realized that the information I am supposed to be able to access is mostly on the Quickbooks side to be accessed by the "Lists" tab I have tried numerous times to access the tab but even after waiting an hour for it to load it never does.  I can see everything on the CRM side as well ...