Re: Find Estimates containing Specified Item

ben9 — Mon, 11 Aug 2014 21:04:26 GMT

Thanks Greg! I followed your steps until "THen have a 'Go To Screen' ..." , and then the rest is not clear to someone new to Method CRM. So now I'm busy wading through the documentation and webinars.

When I finished that, I hope to complete your instructions. Regards.

Re: Find Estimates containing Specified Item

Method_Greg — Mon, 11 Aug 2014 17:19:30 GMT

Hello Ben,

We don't have a default screen where you can find estimates and other transactions for a particular item. It is possible with some customization to manage or view items. I can explain how to do it with screens, but this is also possible with reports.

You can create a simple screen to do this. As an example, say you want to find all of the estimates that have one particular item. Create a new screen based on the Estimate Line table. On the screen, place a grid. For the columns, create a Link field called Select and columns from the EstimateRecordID and Item fields. (You can put other fields from the Estimate screen onto the Estimate Line table to use as an identifier).

To view the estimate you would need to get the estimate' s record ID and use it to display the estimate on the estimate screen. On the Select action, you would save the EstimateRecordID for the selected item into a Shared Result using a 'Assign Value to Shared Result'. Then have a 'Go To Screen' action to go to a screen based on the Estimates. For the Estimates screen, you will need an action on the OnScreenLoad, using an 'Assign Value to Action Result', to put your Shared Result into an Action result. Then after the action, use a 'Set Active Record ID for Screen' using your Action Result.

Here is an example of the grid.

Greg

Find Estimates containing Specified Item

ben9 — Sun, 10 Aug 2014 03:15:07 GMT

Hi, Knowing a particular item name, how do I find all the records, such as estimates, documents, etc of that particular item?

Obviously useful when you want to see all the past quotes for something you are selling.

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Re: Find Estimates containing Specified Item

Re: Find Estimates containing Specified Item

Find Estimates containing Specified Item