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  • Re: Customizing Screen Issue - Go To Link no longer working on other screen

    I have a very similar issue with copying the Cases screen and now when I go to the cases screen I also get an error with a Sequence Order.  Not trying to hi-jack your thread but I am interested in finding out how to fix this particular issue.  I was told to delete the copied screens and that would fix the original screens but this did ...
    Posted to Method:Classic General Q&A (Forum) by IrieAlex on 03-07-2012
  • Re: Customize screens please help!

    [quote user="LaCrews"] IrieAlex You're right with regard to the learning curve and getting the hang of it.  The best way to learn is to wade through the webinars. The webinar links are here:  http://www.methodintegration.com/cs/blogs/methodblog/pages/Method-Community-Webinars.aspx [/quote] Thanks. I have looked into a ...
    Posted to Method:Classic General Q&A (Forum) by IrieAlex on 03-07-2012
  • Re: Customize screens please help!

    [quote user="LaCrews"] Hi IrieAlex WOW! It sounds like you just jumped in the deep water.  Did you get any sort of initial introduction to Method? [/quote] Hello LaCrews, Our account manager wanted to give us an introduction (show us what the different screens do and basic "how CRM" works) but I declined this because ...
    Posted to Method:Classic General Q&A (Forum) by IrieAlex on 03-07-2012
  • Customize screens please help!

    Hello everyone, Our company just acquired QuickBooks after using different accounting software and CRM for a while. Now that we have changed to QuickBooks, somebody recommended MethodCRM to be used as our CRM as it supposedly ties into QuickBooks very well. Our company focuses on distributing products from different manufacturers and a ...
    Posted to Method:Classic General Q&A (Forum) by IrieAlex on 03-07-2012
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