Search results by user ID 5525

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

IrieAlex — Wed, 07 Mar 2012 18:01:42 GMT

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 not work for me. You might want to try it....

Re: Customize screens please help!

IrieAlex — Wed, 07 Mar 2012 17:49:18 GMT

[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 few of those but I might have to see if I can find anything that covers what I am looking for.

1. Does anyone know how I can fix the error message I am getting when clicking on New Case? The suggestion (by our account manager) to delete the copied screens did not fix anyhing.

2. Will upgrading to Pro let us customize the existing screens?

Thanks again!

Re: Customize screens please help!

IrieAlex — Wed, 07 Mar 2012 17:17:58 GMT

[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 we are already very familiar with how CRM works, we understand the screens and the relationships between them, tabs and all those things. The account manager also told me that he would NOT show us any customization and that would be something we have to pay for, or ask here.

We used SalesForce, Sage CRM and other CRM solutions in the past so we are very familiar with how they work. We are, however, not very familiar with how to customize this particular CRM to fit our needs.

So here I am trying to get this to work. Personally, I find the customization process very unintuitive but, like with anything I am sure it has it's learning curve and it will make sense once you get a hang of it.

Customize screens please help!

IrieAlex — Wed, 07 Mar 2012 16:15:16 GMT

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 big part of our company is first hand customer support. Because of this we need to be able to create some custom fields that relates to product serial numbers and product types. We are currently using the basic version of MethodCRM to evaluate whether or not we will be able to use it. I am in charge of making sure that things are set up and running and at this point in time I am not sure if I am seeing how things are being tied together in MethodCRM.

There is a Cases tab by default which seems to be a pretty good start. However, I cannot seem to make any changes to any of the current screens, not add any new fields to it. So after a while I found that you can make a copy of a screen (name it something else) and after that you are able to customize it. Fine. I copied the screens I needed and added the fields (they never showed up) to a support tab to fit our support needs. I was unable to tie things back to a show a functioning support list (based everything on the Cases and Caselist screens). Because of this I decided to delete the copied screens and go back and see if I could maybe, after all, add something to the existing Cases screen. It seems that I can't modify anything so I am now coming here for help. First of all I have a problem.
When I hit new case under the cast list I get this message:

"Could not run the 'Go To Tab Link' command, as there was a problem locating the Tab Link 'New Case'. This Tab Link may have been deleted, or if you copied the original Screen from another account, you may also need to copy the Screen this Tab Link 'New Case' belongs to as well. Additional InformationAction Sequence Order:1"

1. I have NO idea how to fix this. So if anyone can please help me with this that would be great.

2. If I update to the PRO version of this CRM will I be able to add custom fields to the screens that I need to manipulate?

I have many other questions that all relate to the same things so I will stop here and see if anyone can help me.

Also, if we cannot get this up and running by next week we have to switch CRM and try something different.

Thank you very much for your time!