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Linking Customer Invoice Screen to a Customized Screen

Last post 01-26-2016 11:32 AM by Method_Audisho. 1 replies.
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  • 01-25-2016 3:44 PM

    Linking Customer Invoice Screen to a Customized Screen

    How can I link (and therefore view) my customized invoice (screen) under the Customer Invoice tab?  I find no place in Method or in this Forum telling you how to use a different screen shot than the screens automotically assigned when our account was created.  Please advise where I would go in Method CRM to make this change.

  • 01-26-2016 11:32 AM In reply to

    Re: Linking Customer Invoice Screen to a Customized Screen

    Answer

    Hi Kirsch Electric,

    If you've created a custom screen, you can tell Method which tab the screen should appear under by adding a Tab Link. To do this, navigate to Customize > Tabs and locate the tab that you want the screen to appear under. Then select Edit Tab Links..., find the screen from the dropdown, give the link a name, select the Add Tab Link button and then the Finished Editing Tab Links button.

    You may need to refresh your browser in order for the change to be seen. I hope this helps.

    --Audisho

    Audisho Sada
    Product Manager
    Method:CRM
    a.sada@method.me
    Toll Free: 1.888.925.6238
    Local & Overseas: 416.847.0400
    Fax: 416.640.6027
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