Method Community

Is there a way for MIE to send an email alert when it loses connection to the Quickbooks company file?  We need to get a notification when the sync stops.

Then they won't be able to edit their own lead or customer..

I was just using the Edit Customer screen as an example. Which records are you trying to limit your users from editing? You can accomplish this by following the above steps, but for the screen associated with the table you want to limit access to. Even if you are talking about customers, the Edit Customer and New ...

But then that user will not be able to add his own lead or customer then right?

Hi asyed, It sounds like what you're trying to do could be accomplished by creating a custom screen by copying the screen you want to make non-editable (for example, a custom copy of the Edit Customer screen), and setting all the fields as read-only. Then add that custom screen in place of the stock Edit ...

Hi Vic, Can I get some more information on the issue that you're experiencing? Do you mean that credit card information is disappearing from within authorize.net after the customer pays? Method does not currently store customer credit card information in its database, more information on that here. Let me know and we'll see ...

Hi Mattohm, I'm not sure I fully understand what you're trying to accomplish. You are trying to have specific data sets within your custom tables and relate them to a specific customer, right? So you would have in your table for example: Sample Customer, Sample Equipment 1, Sample Equipment 2. Try taking a look at this forum post. If ...

Hello all: I'm a newbie, but am not new to CRM's. I'm looking for a post, webinar (or an answer) regarding the following: What is the optimal way to import in Leads with 1 new opportunity and 1 activity? I'm still finding myself having to manually do the opp and the activity, but I'd rather add them in all at the same data ...

I'm having a hard time setting up a user to view others records but not allow them to edit it.

I spent over an hour rebuilding the report.  And made a couple backups along the way as I had successful progress.  Case closed...