Method Community

Thanks to both of you for your links. I have been doing the tutorial for the report design and I am understanding it better now. However.. :) after I create the report and the tutorial goes back to Method on the Customer screen - it looks nothing like the customer screen in method, so I am lost as to where he is going to activate the ...

This is way to complicated to use from a customizers perspective. Especially coming from a Salesforce demo where you drag and drop the charts and graphs onto your dashboard to personalize the reports. Also, when I click on the "click here" link you gave me for help on a report based on the Invoice table I get an error message. There are ...

Where can I find information or webinar on personalizing the Dashboard? When I do a search it says nothing found.  ~ Beth

I am watching the webinar for customizing. Is only a "copied or newly created" screen, table or field editable? I think that's where it is losing me. Beth

Adam, Am I going into Customize: Screens: CRM_Customer List to do this? I don't see advanced options anywhere. Beth