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We are moving into the Medical Alert market. there is a form that the coach gave us to have in front of us to complete while on the phone with the customer. this information is 90% in quickbooks. I know I can use the fields in the CRM area and make most of the form online so it can be entered only once...
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I just noticed when I update the line item grid on the Estimate screen, that the overall Estimate Subtotal, Tax Item, and Total are not updating. I have also reloaded the screen and the totals remain the same (and are still incorrect). I suppose I can fix this by writing my own actions, but isn't...
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If I'm not able to enter a new screen name on the Customize Tab/ Create a New Screen window, what access does my ADMIN need to give me?
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Other than the first section on a screen, is it possible to put sections side by side? Thx...
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I noticed something weird this weekend regarding Screen options. When you open a Screen for editing and hit the Advanced... button, if you have your screen set to display in sections (rather than tabs), the 'Show First Section To Left of Screen' option is reset to 'not selected' each...
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Hello, I am currently testing the Samsung Galaxy Tab while in the field. My main role in the company is to go out and bid jobs, give quotes, sign up new customers, take pictures of on site equipment, etc. The new Galaxy tab, so far, seems like the best choice to capture all of those elmements. The Galaxy...
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Hello I'm new to pencil sketches - and was trying to find one for work orders. I thought it might be in Field Services package but could only find work order lists, not the work order itself. Any help is appreciated.
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I am trying to understand how the Items tables are used in Full Blown Method. There are several tables for Items including Item, ItemInventory, ItemNonInventory, and more. All of these Items tables appear to have the same fields including custom fields imported from QB. All of these tables also appear...
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How can an EXISTING Screen and Table association be viewed? How can I see what Table a Screen is linked to? I can see which fields are available in the Screen Edit mode, but I cannot see which table these fields come from. In most cases the association will be obvious, but for example, there are several...
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When doing a print preview of an invoice or estimate in Method, the Method logo appears in the top left corner of the document, despite the fact we have uploaded our company logo in the (Customize>Display) tab. Is there a way to customize these documents so that our company logo rather than the Method...
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