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Hi pookiefeb
Unfortunately there isn't a merge function we could use here.
You could probably achieve this through customization but I get the feeling it would be more effort than needed for what is probably only an occassional occurrence.
What you could do is create an activity under the lead you want to keep and use it ...
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What does the estimate line update do exactly? Please be specific.
I'm talking about the upate in the standard screen at the bottom right hand corner of the estimate line. dhere are no actions in it. There are no loose focus actions in any of the fields on the estimate line grid. There are some posts that say the update just saves the ...
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Hi InstaDRY
Do you mean instead of clicking the 'Copy Address >>' button?
If you find this to be an unnecessary step you could add a Lose Focus action event to each of the fields from the Billing Address that performs an Enter Value Into Field On Screen action to copy what you typed into the Shipping address ...
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Thank Jeff... That helped out quite a bit.
But really?!? Really?!? Do you really want me to sing it out?!?
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Hi DavidD
You can email the screenshot to support@method.me and we can have a look at it. I've had a bit of a play with customizing the Invoice screen and think I might know the cause.
In the Invoice Line Item grid do you still have the % column? If this column isn't present it doesn't treat the value as a percentage ...
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Hi InstaDRY
The Work Orders are assigned to the Customer rather than the Contact so these two fields won't be any help to you (it caught me out for a while too). If you add a linked field to the Activity table using Entity as below you should be able to get the Customer's Email onto your route sheet.
Here's how I got it to ...
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Good Morning,
I was hoping to get some advice on customizing a screen I have in Method. I have been tasked of taking over the role of Admin of our Method account and have no idea what to do. As you can see from the screenshot we have tabs within our customer center within Method. There is a “Payment & Job” ...
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I'm in agrrement with Matt's concerns here.
As account managers we need to have ability to modify this and promote our services if we choose to do so.
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Please let me knowas soon as you get this, It's causing a problem on two custom screens I developed
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I made changes to an estimate template and it's not updated yet into method. It is still showing the old version. How can I fix this?