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All Tags » customisation ( RSS)
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So I am new to the customization part of method and my boss and I have spent a long time trying to figure out how to make a table come up once selecting an item from a drop down. We have created a drop down of a list with the machines we service, what we want to happen is by selecting one of them from...
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I am looking to filter customers based on the record of the last completed activity for our call center. I want to be able to sort customers by the last time an activity was completed on their acoount. I have a customized customer list that I want to be able to quickly view all of the customers that...
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I'm relatively new to any of the customization options and one of the things I am struggling with is how to search or filter customers by state or some predetermined region. Is there a way to add a box to the customer center or filter in some other way to select only those customers in say "New...
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Hello...Is there any way to undo a customization or even just exit the screen without saving the changes? I was updating our customer screen and accidentally removed the "clear/new" button in a section. I want do undo that change or at the very minimum be able to exit the screen without saving...
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Hi ! Just a quick mail to see if anyone can help, I am trying to locate the screen to edit what the invoice template and estimate template are like for emailing directly from method etc, Of course i would like to add company logo to this etc, Another query I am also looking to solve is chaning the $...
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