Search results by user ID 6592

Linking Customer Invoice Screen to a Customized Screen

Kirsch Electric — Mon, 25 Jan 2016 21:44:57 GMT

How can I link (and therefore view) my customized invoice (screen) under the Customer Invoice tab? I find no place in Method or in this Forum telling you how to use a different screen shot than the screens automotically assigned when our account was created. Please advise where I would go in Method CRM to make this change.

Deleting Field from Customize Screen

Kirsch Electric — Mon, 25 Jan 2016 21:41:52 GMT

Why can I not remove a field from the customize screen? Should I not be able to simply click the "x" in the top right corner of the field to have it removed? It will not allow me to do that. I will only allow me to move (drag and drop) the field in a different location and enlarge or shink the field space. I cannot delete it. Please advise.

Mobile Classic Version

Kirsch Electric — Tue, 17 Nov 2015 16:08:46 GMT

I have recently created a new user account in Method. I downloaded the mobile patch from the Method link. However I still do not see on my "Select and Account" screen the drop down menu box to go mobile. What do I need to do to get this working properly? What could be causing the problem?

Suzanne Kirsch

Manager

Kirsch Electric Contracting Inc.

Export/Import a Custom Invoice & Estimate from a different Method Subscription

Kirsch Electric — Fri, 06 Nov 2015 21:55:33 GMT

Could you please tell me in detailed points how to export my custom designed invoice and estimate from my previous subscription of Method to my new subscription? I have two operational accounts at the present. Each account is linked to a unique Quickbooks file. I would like to use the same invoice and estimate for both companies though and don't want to go through the hassle of designing yet another invoice and estimate because I must have the reports functional in Method by Monday (Nov 9th). Please advise as soon as possible. Thank you.