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Hi Cameron,
The Close Date field for Opportunities is required on both the table and screen levels, so you would have to modify both of those. Before doing this, please be aware that this could have implications on other parts of your account, for example if you had reports or workflows that assumed that all opportunities have a close date.
With ...
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Hi Instadryhost,
Are you referring to the Work Orders List > Print / Email > Email Work Orders button? Where the email body says "Your work order is attached"?
If so, this screen is built a little differently and doesn't have the same template system as the other screens you mentioned. However you can change the ...
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Hi Sandy,
No problem for the help. Since I am a consultant here at Method it would be billable time if you were to work with me directly, but if you would like that then I would be happy to help. Or we can answer high level questions here on the forums.
Regards,
Russell
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Hi Randall,
That field is calculated behind the scenes, in order to prevent conflicts with QuickBooks which has to validate the line items. Instead of modifying that field, you could have your calculations set another field in the grid such as amount (which will be used in the total amount calculation), or any custom ...
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Hi Randall,
The default Estimate screen uses calculations on the line items (for example to calculate the amount), so from the sounds of your request this is where you would add additional actions for the extended cost. To get to these actions, first open up the Estimate screen for editing (making a copy if you haven't customized the ...
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Hi Michele,
Did you import a CSV file using the Import / Export tool (Customize > Integration Tools)? I've been unable to reproduce this issue on my end, these French characters remained after I imported: àâéèëêî. Did you try with other characters? If so, can you paste some of ...
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Hi Dfreye,
To restrict one group of users to these basic functions, I would first create a User Role for that, and remove all of the other tabs/screens from this role. More information on this can be found here: http://www.method.me/cs/forums/t/3664.aspx.
Then you could either modify an existing screen to disable some features for this ...
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Hi Sandy,
By default there are 3 columns displayed under the Item dropdown: ParentFullName, ItemType, and SalesDesc. All of the columns are searched when text is entered into the dropdown, but you could remove the description field SalesDesc if you don't want that to be searchable. To do this, open up the screen you are using (as a ...
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Hi Sandy,
This is definately possible with some customization. To start, you would need to determine on which action the Purchase Order would be created. You could do this on the save action, and then then either set a new Yes/No field if the Purchase Order should only be created once, or you could set a new dropdown ...
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Hi Garrett,
Greg asked me to take a look at your question. You are correct, unfortunately it is not possible to use images stored in SmartVault in the Report Designer.
When files are uploaded to Method instead of SmartVault, the field containing the file can be used in the report designer to display the attached image (for example the Document ...
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