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February 3, 2014
Contacts
Fixed issue with Auto set name when creating a new contact.
Fixed issue with loading contact information in the Contact portal home screen.
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Thank you Justin! That is the info I needed,. I appreciate it.
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Hi Melissa,
The main difference between the two versions is that with the basic CRM you cannot create any custom tables or install any of the additional apps found under Customize > My Account. You can still customize screens that already exist, create new screens based off pre-existing tables and configure the fields for those ...
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I am still in my trial phase of Method CRM so I have the Pro version, but my company is leaning towards going with the more basic Method CRM. I am having a hard time understanding the difference when it comes to customization. I understand that in the basic version, I can't create NEW tables and drop-down lists. However, there are a ...
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Hi NickZeik,
You can select the default print report for various transactions by navigating to Customers > Invoices and clicking More actions... > Customize Print Templates.... Assuming you haven't customized your portal to display a specific report, this should do the trick.
Hope this helps.
- Justin
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Hi Marcelo,
Ensure that any columns you're hiding/unhiding are set with their width not as a %.
Unchecking the box under "(as %)" for your hidden columns should resolve this issue, though you may have to experiment with changing the widths to make it look the way you want.
- Justin
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Can you please confirm what is required for portal passwords and usernames? Or at least let me know where I could find that out? I don’t think I can edit the portal sign-in screen to have a look at the logic/restrictions in these fields. Specifically:
• Min and Max length
• Any numbers required?
• Special ...
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Hi Alan,
You'll want to make sure the Go Back link on the New / Edit Activity screen is pointing to your custom screen.
Hope this helps.
- Justin
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I have a custom report I created in Method Report Designer that Counts my total number of Work Orders over a given period of time. My report includes a field from the Activity table called "IsChangeOrder?". This field is a Yes/No field, where we check "Yes" if it is a Change Order associated with an original Work Order. ...
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