Search results by user ID 6665

Re: Blocking "Payment Info" Tab from Sales department

joshua@bridgebrands.com — Fri, 05 Dec 2014 00:17:15 GMT

Jeff,

I just simply elected to "Hide" that section. But this is a soimply quick fix. I need to be able to set the tabs so they cannot edit them after inputing the data. If I follow the directions you outlined will this work for that purpose?

Joshua

Re: Blocking "Payment Info" Tab from Sales department

joshua@bridgebrands.com — Thu, 04 Dec 2014 20:02:27 GMT

Jeff,

Thank you fore the response. Basically we believe the sales team internally are editing the info somehow in Method which affects the QB side for our accounting needs. Like we are finding CC# disappearing all the way to names being erased and that. I have already hidden the payment tab within Method so the Sales Team cannot affect that but they still can edit info such as phone numbers and names. I want to be able to limit editable features once it has been inputted into Method. I want to be able to only give permissions for editing information to but a few key people. I know I have heard of editring roles but unhamilar about going about that. Can you offer any advice?

Thank you ,

Joshua

Blocking "Payment Info" Tab from Sales department

joshua@bridgebrands.com — Wed, 26 Nov 2014 18:06:27 GMT

Good Morning,

I was hoping to get some advice on customizing a screen I have in Method. I have been tasked of taking over the role of Admin of our Method account and have no idea what to do. As you can see from the screenshot we have tabs within our customer center within Method. There is a “Payment & Job” info tab at the bottom of the screen and I want to block this out to our internal and external sales team so they cannot edit or see payment information for the clients. But I want to be able to retain that screen and have it only be visible to the key administrators such as myself. I believe this would be to create a “Ghost Screen” or layered screen over it or something. Can somebody advise on how I can do this?

Thank You,