Method Community

Do you have a list of tabs and tab groups that need to be removed when switching to the new Method version? I want to remove all the tabs and tab groups for the old CRM version (not full blown).   

pdirect-

The new CRM should consist of the following.

Tabs:

Activities
Campaigns
Cases
Contacts Portal
Customers
Customize
Employees
Field Service Center
Home
Leads
Lists
Mobile
Opportunities
QuickBooks
QuickBooks Home
Solutions
Vendor Leads
Vendors

Tab Groups:

QuickBooks
Mobile Users
CRM

Anything else is extra .

-Michael

If the admin tab group is not available anymore, where is the tab "Customize"?  Maybe I deleted it already and don't recall.  But if you're lumping the "Customize" tab into the "QuickBooks" tab group, that is not a good scenario.  There needs to be a separate Admin tab (by default) for this type of functionality as I don't want to give people access to customizing just because they have access to the QuickBooks tab group.

pdirect-

The Customize tab is available in the CRM and QuickBooks tab groups but with Roles now introduced into Method based on the users role they are limited to which tabs/tab links they can see.

-Michael