Method Community

samleung, If you go to Customize > Tabs and click Edit tab links for the Customers tab, do you see  Edit Customer as one of the tab link names? If so what is listed under Opens Screen? -Michael

Hi JamesQ, Also just to confirm have you upgraded to the New CRM? If not you may not see the option for contacts in Cases, Activities or Opportunities. -Michael

Hi JamesQ, An account in Salesforce is the equivalent to a customer in Method. Each customer in Method can have multiple contacts. When creating a transaction in Method (Invoice, Sales Order Estimate) you would create it for the customer, just like you do in QuickBooks. When creating an activity, case or opportunity you create it for a ...

John- The orginal screen should now be fixed. You may also want to add the Activities, Opportunities and Cases tab to your Field Service Operations tab group or which ever tab group you use with Field Service Center. -Michael

jnoneiliv1, I am going to need to test this out further but from what I have tested so far, Save Grid Row may not be working properly and I was able to duplicate the issue you mentioned with adding more grid rows after a save. -Michael

John- I was able to duplicate this, It seems to only be happening with IE and not FF and Chrome, I will create a ticket for this. -Michael

l.maurer, Method is intended to integrate and sync with QuickBooks. In theory you could probably get away without using QuickBooks but it is not suggested. If you’re going to do so, take caution and realize you may encounter screens that may not function as they were designed to. -Michael

Hi Deb, What's the reason for deleting the future work orders? It may be a better idea to just cancel the series which will cancel the remaining untouched work orders. You can also regenerate the dates for the series to a smaller or update date range. -Michael

Innovative, Our records show that you are a QXpress Online user. You should post your questions HERE on the QXO forum or call 1-888-797-7377 -Michael

JamesQ, The screen you want to edit is CRM_EditOpportunity (The CRM_OpportunitesList is the screen that lists all the opportunities), to edit a screen you need to make a copy of it first, when making a copy you will have the option to point existing screen to the copied screen you are creating (Which in your case is probably the best ...