Method Community

Hi VLocke, There aren't any actions to save to SmartVault and the upload screen isn't customizable, so I don't think there's a way to get around it. - Justin

Hi trungtran, A "Linked Field" is something you would add under Customize > Tables / Fields. You would click on Edit Fields... for the Opportunity table and add a linked field using the wizard, linking it through the Contacts dropdown. Once the information you want is in the Opportunity table, you can add it to the New ...

Hi sunburstaz, Which browser are you using? Would you mind trying a different browser and reporting back here on the results? - Justin

Thanks for your reply Justin. I didn’t think so but it was worth a question.  What if you saved the data to a table – created a report and directed the report to be saved in SmartVault – is that doable? Thanks, VLocke

Hey, I've been trying to figure this out all day. Below is a screen shot of the area I am talking about on the Opportunity page. I want to add more information to be shown in the "Contact Information" section once I select an existing lead/contact name from the dropdown menu. For example, their email address, and anything else I ...

That will be awesome!!!

Received the following message when trying to open print preview in an estimate.  I assume that there is a field on the form that is not correct, but how does one diagnose that? "Error Action sequence order:3 ERROR: there was an unspecified erroe loading the report.  PLease check your Gereate report action to ensure all fields are ...

Fran & BLCPA, I've put a feature request in for this. I will post back here with any updates. - Justin

Hi Fran, Yes, you are right, and thank you for detail answer.  And, yes, to associate single SOLine with my own Product will do the job. Sorry that I did not mention a key part that my client requests, that is "Quantity" for every item line can be adjusted (1 or more.) The request is, in my client's case, one ...

Hi Justin, I have alot of clients asking for this functionality. Can it be put on the "Wish List" list? Fran