Method Beta General Q & A

Re: Display notes field for Customers and Vendors

mahlonf — Tue, 02 Dec 2014 21:47:26 GMT

This had been the first timeI experienced it and it's been working finesince I re-added the fields

Re: Display notes field for Customers and Vendors

Method_Jeff — Tue, 02 Dec 2014 21:39:19 GMT

Hi Mahlon

Greg asked me to test this and get back to you about my results. I have added the notes field and so far haven't been able to replicate the inability to save/update the notes. Was this the first time you experienced this happening and has it happened since you changed removed and readded the notes field?

Jeff

Re: Display notes field for Customers and Vendors

Method_Greg — Tue, 02 Dec 2014 19:50:25 GMT

Hello Mahlon,

I'm getting another person to test this. I am able to make a change to the note field and have the changes save. On the other hand, I get an error after the data is saved. I'll need to test it on another account.

Greg

Re: Display notes field for Customers and Vendors

mahlonf — Mon, 01 Dec 2014 21:44:18 GMT

The data was not updating

Re: Display notes field for Customers and Vendors

Method_Greg — Mon, 01 Dec 2014 20:05:14 GMT

Hello Mahlon,

Thanks for letting us know. I am getting an error when I modify my screens to test. Where you getting an error message on Save or was the data not updating?

Greg

Display notes field for Customers and Vendors

mahlonf — Fri, 28 Nov 2014 11:06:02 GMT

I had originally posted this on the alpha forum. https://www.method.me/cs/forums/t/6402.aspx

The Vendor and Contact notes field should be exposed on the contact app. In Method classic, we use these alot

Inder replied:

Here's my answer. By default it is not available on Method:New, but you can achieve this by creating a copy of your Edit Conatct screen and Contact list screen and adding Note field to Edit Contact screen and inserting the Note field into the column on the Contacts grid on Contact list screen.

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I followed Inder's instructions. I went to update a note this morning and the note would not save.

I had to remove the note field and add it back to the screen to get it to work. Just thought I would pass this along.