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Dottie,
Were you originally replacing the stock invoice screen or another custom screen, and did you delete the screen you were replacing? Also, can you lay out the steps you've done so far? For example, which screen replaced which, did you add the tab link to the tab, rename the tab, remove a tab ...
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Hi Shane,
There is currently no way to default to SmartVault, and hide the other options. I'll put in a feature request with the team.
- Adam
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My appologies Dottie. It is "Replace links to an existing screen". This will replace all of the tab links. Sorry for the mistake.
- Adam
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Hi Dottie,
Even though you replaced the tab link, some actions (like the one in the 'Go to' link in the transactions grid) might be calling the old tab link (ie. the old screen). That would be why the tab link cannot be found. When you are absolutely sure you want to use your new screen going forward, you can create a copy of ...
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Hi Karen,
I believe the caption is only one line, so I don't think there's any wrap or formatting you can do to increase the height or number of lines. I will put in a suggestion to the team here for this feature.
- Adam
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John,
This has been fixed.
- Adam
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Karen,
Is the service date blank on the screen? Try inputting a service date.
- Adam
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Karen,
As paid support (consulting) is by appointment only, there will be a delay in getting back to requests for consulting, as its likely our consultants are already booked into consulting sessions. A consultant will get back to you as soon as they can. You can also choose to reach out to another MSP for assistance.
- Adam
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Karen,
Did you mean support or consulting? Consulting is done by appointment only on a first come first serve basis.
- Adam
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viret56,
To my knowledge the only way to attach a document uploaded to Method would be to have the document field available on the screen. In other words, create a screen based off of the documents library table. I haven't done this type of customization myself, so I'd have to dive into it more. I do know that a ...
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