Method Community

David, To edit the Select link actions, edit your grid and click on Actions next to the Select field. See my screenshot below:  You can use a Basic Math Calculation action in your Select link to calculate the Vendor Rating. You can't format the field to show in percent, but you can change the caption to Vendor ...

JWS, I've tried to figure out a way to accomplish this, but haven't as of yet so I'm not sure if it's possible. Why do you need to add spaces before the text? Is it for an estimate print? If so, it may be easier to just move the fields on the estimate report over a touch. Let me know if this works for ...

Hi Andy, I know that Gmail has been very slow lately. There have been reports of it from Google. Here is an article I found about it. Are you using Gmail? If so, can you test with a different email provider? There are no BCC limitations on the basic CRM, it should work the same as Method CRM Pro.  Jason

David, This is totally possible. You'll have to decide where you want your actions to be triggered, but for this example we'll say they are in a button on your screen called "Calculate Total Orders". You could use a Retrieve Value from Table action to calculate the Count of records retrieved. Your ...

Hi David,  We'll focus on your Supplier Classification field. First thing you need to do is to add a dropdown field to your Vendor table. You can do this on the Customize>Tables/Fields tab link. Your Field Type should be Dropdown and then you will probably have to choose the Create a new Table option if your dropdown ...

Andy, In my screenshot above, you'll see that I included the filter: Where IsDetailLine equals 0. IsDetailLine is a field in the Transaction table that determines if a transaction is a line item or not. This might be all you need. Jason

Hi grdmunoz, You could use a Basic Math Calculation action within your loop that will update your DisplayLine field and add one to each selected record. There are a bunch of options depending on what you're trying to do, but below I set up an action set that updates my custom PlusOneNumber field. It ...

Hi Nathan,  I'm going to create a ticket with our team to get this looked at. I will update you here if I receive any updates.  Jason

nsmith_piano, I seem to be getting the same error with a similar process. I'll dig a little deeper to try and figure out why the error is occurring and I'll post back here as soon as I have an update! Jason

Andy, You don't need the Customer table in there. You can filter the report by the customer's FullName on screen. You may not even need to use an advanced script as you can set a Within date range filter with a regular script. I set up my Generate Report action like the screenshot below. Yours may look a ...