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First a little background. We created a new role: Account Manager. We made a copy of the Edit Oppotunity screen and customized it. We are currently testing our work with two user roles, Account Manager and Administrator. Now the problem. When an Account Manager is signed in and the Edit Opportunity screen...
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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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Hi jtecdistributioninc, Thanks for your post. In order to figure out what we can do to help, we need to know what screen, tab, and tab link you are attempting to access. What may be helpful if you are working on a custom screen or a copy of an original screen, (not one of the default screens provided...
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Same kind of issue on the Invoice screen - Even though I've added the Warehouse module to the Methods account the "Ship from Location" field does not appear on the original invoice screen. But if I copy the Invoice screen, the copy does show the "Ship From Location" field without...
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I added the Warehouse app to my client's Method account. I have the Warehouse Tab and all of its screens and they're working fine. But when I go to the Vendor Center Tab, and click on the Item Receipt Screen, there is no field for "Receive to Location" I would think this screen would...
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I have a screen that has a Dropdown of our CUSTOMER list. In the Action area of this text box I have added under "TEXT CHANGED" some Retrieve from Table" commands to auto populate the address, city, st, zip boxes on the screen. This works fine. I pick a customer and it pulls the address...
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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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Hi Everyone, I received an email from Fran who asked…. “Is there a way to copy screens/tables so that you don’t destroy your originals? I tried but wasn’t successful at doing either of these. How do you know what fields will sync back to QB? or are these the “greyed out”...
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