Re: Customer Edit Sub Tabs

Method_Ashur — Tue, 13 Nov 2012 21:11:44 GMT

Hi jwarren,

jwarren:

Under the Customers Screen after clicking ( Go To...) you have access to Customer Sub Tabs. How can we create additional Sub Tabs using data from custom tables?

Are you looking to add a grid into a new "sub tab"(tab section) on the screen? If so, you can make a copy of the screen you want to customize then add a grid to a new "sub tab"(tab section) and attach it to any table. However, if you want to use fields (textbox, dropdown, document, etc) you would need to base your screen off of that specific table, otherwise those fields wouldn't be available to select when customizing your screen. *Note: You can create a screen based off of only one table as the fields in that table will be used for fields in that screen, however, your grids can be based off any table.

jwarren:

Also there is obviously a default filter for the Customer Screen filtering the exiting sub tabs by the currently selcted customer. So that leads to the next question: When designing new tables what field should I create to use as a filter? Account Name, Somrt Sort of Unique QBO account number, etc?

The information that shows up is not actually "filtered" in the traditional sense to show data specifically for the selected customer; actions are used to specify data for specific customers using their RecordID (unique number). For instance, when you click the Go To... link on the CustomerList screen it has actions associated with it to specify what it does, in this case, open up the EditCustomer screen with the Active Record ID (the customer selected).

I strongly recommend copying the EditCustomer screen to study all the different actions and seeing how they work. Play with all the different buttons/links and analyze their actions in order to get a better understanding of how everything works and what happens when it all comes together. You should also check out our Customization Webinars for more insight.

- Ashur

Customer Edit Sub Tabs

jwarren — Tue, 13 Nov 2012 17:15:03 GMT

Hello Community!

We are excited about the possibilitlies of transistioning to MethodCRM but we have a couple of technical questions.

Under the Customers Screen after clicking ( Go To...) you have access to Customer Sub Tabs. How can we create additional Sub Tabs using data from custom tables?

Also there is obviously a default filter for the Customer Screen filtering the exiting sub tabs by the currently selcted customer.

So that leads to the next question: When designing new tables what field should I create to use as a filter? Account Name, Somrt Sort of Unique QBO account number, etc?

Any custom tables we create we would like for Method to naturally have theh ability to filter based on the currently selected customer and when the customer logs into the portal. Please advise.

Method:Classic General Q&A

Re: Customer Edit Sub Tabs

Customer Edit Sub Tabs