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Not a problem! :)
A new screen and table will automatically be created only for a new dropdown field type. Other field types such as text or decimal will not.
- Jason
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Yes. If you deleted the screen that was created automatically with your dropdown table and you think that you may need to edit or add to the dropdown choices in the future I would suggest recreating the screen like I mentioned above.
- Jason
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Marcelo,
The dropdown options are displayed in chronological order of when they were created. The only way to change this is to delete and recreate them. If you have added this dropdown field to any screens you should delete these fields from the screens before you delete the field in the table.
In regards to the screen you ...
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Marcelo,
When you create a dropdown field Method will automatically create a screen and a table for this field. To find this screen go to the Customize tab and click the Screens tab link. Hover your curser over the appropriate screen (likely called "CustomerCategory") and click View. From this popup ...
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Dave,
You can also try the Transactions tab within the Edit Customer screen. This will allow you to view all transactions for the selected customer. Hope this helps.
- Jason
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Marcelo,
I discovered that an easier way to expand the email body is to click the button shown in the screenshot below.
- Jason
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Hi Dave,
If you click on the Customers tab in your Method account you will see various tab links directly below the tabs. These links include transaction lists such as Estimates, Invoices, and Sales Orders. If you are not seeing all of the transactions from QB make sure to change the Filter By View dropdown. If you would like to learn ...
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Hi Marcelo,
The email body textbox can be made larger through some simple customization. When you're editing the screen look for the Body textbox object. Click edit on this object and you should find Number of input lines within the advanced options. Hope this helps!
-Jason