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"Balance" field default

Last post 02-29-2012 2:33 PM by LaCrews. 1 replies.
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  • 02-29-2012 1:36 PM

    • rbsom
    • Top 500 Contributor
    • Joined on 01-24-2012
    • Posts 18

    "Balance" field default

    Right now we cannot see "Balance" as a default in the search fields of each of our screens. Can someone tell me how to see (as a default) the "balance" field whenever one of us logs into Method?Right now we have to click the sprocket and then select the check box that says "balance" in order to see it.

     

    Aaron
    RBSOM

     

  • 02-29-2012 2:33 PM In reply to

    Re: "Balance" field default

    Aaron

    Here's a link 1 minute silent film demo.

    http://www.screencast.com/t/mxgub3Yyl

     

    Mark Crews
    Cloud Consultancy
    Principal and Developer


    • 2012 MethodCRM Partner of the Year

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    • 2011 MethodCRM Community Excellence Award


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