LaCrews' Method Knowledge Base
 Search  
Method
1 What is MethodCRM
2 What is MethodCRMpro
3 Terminology
4 Learning the MethodCRM app
5 Customize Tab
6 QuickBooks Tab
7 Customizing Method
Screen Customization Environment
Tables
8 Method Report Designer


collapse all | expand all
Save Section
Solution No. 44

Saves all the values in the specified section, 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?ve just wrapped up a great phone conversation with a client who has just informed you his mailing address has changed. You want to make sure this is updated under the address section for the customer. Once done, simply click the save button to save that section.
 
Properties
To set the properties for this action, follow these steps:
1. Select Save Section from the Action dropdown list.
2. Select the Section to save.
3. Click Save & Close to save changes and close the action properties window; otherwise, click Cancel to close the window without saving.