Method Community

 Are you asking me to log into my Method environment as a user? When I do what you say, there's no Transactions tab at the bottom. Only Activities. Either way, the Method environment for users/staff/mamagers is working fine, no links are broken. Regardess, that's not what I'm looking to do. I'm investigating how to link the ...

 I do not think that I have changed any links. All I have done is made copies and selected: do not add a tab link every time. Here are the steps I'm taking: Go to the Customize>Screens Select "View" for CRM_EditCustomer The screen opens, but all fields are blank, which seems to make sense because I'm only opening ...

 Actually, when I View the original stock Edit Customer screen (which I can't mess with, I can only view or copy), I can't do any "New Transaction". For example, when I select Invoice from the New Transaction button, I get: Could not run the 'Go To Tab Link' command, as there was a problem locating ...

 I'll try to give some specifics: My customized customer Edit Customer screen uses the Customer Full Name as a page filter, so that all the sub-sections show only results for the "on screen" company However, the transactions table doesn't have Full Name as a column in its table, so there's an Action in the stock CRM ...

 Sort of, but I'm a bit confused. In the "Converting Estimates To Invoices To Sales Orders" webinar, I see in the "Edit Customer" page, there is a "Transactions" section in one of the tabs near the bottom. I also notice that within this "Transactions" tab are both invoices AND estimates. We have a ...

 Before plunging into the customization webinars, I'd like to know why I can't see any Estimates tabs or screens. Furthermore, I don't see them listed as screens within the Customize tab, but I do see an Estimate table. Are Estimate screens simply screens based on the Transaction/Invoice tables? The problem is, I don't ...

 Excellent - thanks

Is it possible to use an existing sales order as a basis for a new one? If I select a sales order from the floating grid on the left of the screen, change a couple of things (date, 1 item), will this generate a new invoice (and a new invoice number) or simply save on top of the existing one (with the same invoice ...

When exporting to Excel, I get 3 types of customers. I'll use ABCCompany as an example, whit employee names): ABCCompany:Main Account ABCCompany:Mike ABCCompany:Main Account:Mike I want sales to be either under a Main Account (with no sub-accounts) or under an employee name. Therefore, #3 is an undesirable result. I want to change #3s ...

I’m looking to change customer names from:   "Customer1:Main Account:Employee1" to "Customer1:Employee1" (which already exists for some customers).   1.       Can this be done in Method and can the changes be cascaded to QB? 2.       If so, how do ...