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I've created a screen to display a table uploaded into Method.  I've been able to adjust everything in the screen display to make the table display as we wish with one exception.  This exception is that I'd like to increase the height of the rows as we have a couple of columns with more than two lines of text.  I've ...

Given the very large number of clients we service, we use a system of short codes we call "CustCode" in place.  Most typically, these are 3 to 5 letter identifiers, similar to what you might expect for the 3 letter identifiers used for airports.  Rather than type in a full customer name, we will type in the short CustCode ...

Thanks Adam!  We'll see how it goes..... Happy holidays! Dan

Hi Adam, From what I'm reading, I believe you've fully got it now!   :)   The one final part to this is that we'll be able to add / update or remove the selected services a customer chooses to use in the customer edit or new screens; and while the prices for those services will display, only the designated user(s) ...

Hi Adam, We'd like the actual rate / price to be able to be seen when viewing a chosen customer's information.  (Most likely I can do this by adding a column for the specific field to the grid.)  Your second statement in the second paragraph is exactly where I'm going with this as I'm trying to understand what is the ...

Thanks Stephen and thanks Adam!   :)  Both ideas make sense and are logical.  However, I believe Adam's idea is more along the lines of which I was thinking so I'll give that one a shot first.  Thanks so much guys -- I learn more and more about the great capabilities of Method every day! Best, Dan

Thanks Ben, I think I've got it now!  I'll give it a shot and get back with you should I have any further difficulties. Thanks so much! Dan

Thanks Adam, I've now found and printed out the Price Levels information to which you referred in your response.  That's a big help and will manage the majority of our 700+ customers.  However, we still have a few that have very special pricing, such as our "founding clients", or those who came on board with us when we ...

Many of our customers have different negotiated prices for our different types of service offerings.  While the basic table would be the same for all customers, what is the best way to set up Method so that the prices within the customer pricing table could be different for each customer?  Also, not all customers use all the types of ...

We have a pricing table that needs to be displayed to all of our Method Users but we wish to limit the updates and additions to only one person.  Unfortunately, it appears that to be able to do updates and additions, we need to have the updatable fields loaded onto the grid for the screen page.  Even though we can select "Hide" ...