Method CRM Try it FREE
 Method CRM Help Center
Getting Started Checklist
Best practices
Consulting checklist and scoping
Glossary of common terms
Design Mode layout
Examples of Scoping
Method FAQ

collapse all | expand all
Save All Sections
Solution No. 118
Saves all the values on the screen, and if the screen is based on an accounting table, notifies Method PUSH™ to perform a real-time synchronization with your accounting software.
So Where Would We Use It?
You have just entered in a new customer, and filled in all the sections on the customer list screen. Now you can click save, and this will save all the sections on the screen.
Properties for Save Section
1. Select Save all Sections from the Action dropdown list.
2. Enter Internal note (Optional).
3. Click Save & Close to save changes and close the action properties window; otherwise, click Cancel to close the window without saving.


Was this article helpful?