Method Community

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 ...

JamesQ, Once the fields are added to the Table you should be able to customize the Opportunity screen and drag the fields onto the screen from the panel on the left. Did you get as far as customizing the screen? If you did but you do not see the added fields you may still be using the old screen. -Michael

l.maurer, You can still create sales reps in Method without have them sync to QuickBooks. Also to confirm will you at least be doing an intial sync with QuickBooks?  -MIchael

Hi jnoeiliv1, I am not 100% clear on what you are trying to do. At the very minimum when you click Update, it saves the grid and refresh it. Those action you put in the Update can be placed in one of the cells in the grid in the lose focus (Main difference is that it would be outside of a loop). Also to note, any time there is a Save and the ...

Matt, You can use linked fields to get this information onto an Estimate (or any other transastion) and onto a print out. If you look for the Estimate table under Customize > Tables / Fields and click Edit Fields, select Add a linked field and for Link Using select Customer, this should populate the Linked Field drop down to show all the ...

Hi John, You can have them add the email address that the emails are coming from to their safe sender or white list. Method just passes the email to the SMTP server and it sends it from there, it essentially works the same as Outlook does for sending emails. -Michael

Hi Matt, You are going to want to take a look at the Method Report Designer Webinars found HERE. They should get you started with customizing Method Reports(Invoices, Estimates, Sales Orders, etc..) -Michael

John- The reason this is happening is because those links reference old screens which no longer exist when Method Full Blown is removed. I am creating a ticket for this issue. -Michael

cpitts- I have created a ticket for this situation. I will update you when I have more information.

John-  The issue with the comments section should now be resolved. Let me know if that is not the case. -Michael