Method Community

Steve - Thanks. Now is this built into a grid, or do you use the selection in the drop down to change the active record of the screen?

Update.  I was able to fix this problem by deleting the controls from the layout and then re-adding them.  Somehow the data binding got buggered, not sure how but they work now. Cheers, James

... or any other transaction table (Sales Order, Purchase Order, Invoice) If I do this as a result of an action (say, emulating the Duplicate feature found in Quickbooks for a given transaction), and I have Method set to assign the Refnum numbers for these transactions when passing to QB, does Method still assign the Refnum? What would be the ...

Perhaps these screen shots will be helpful? This is the drop down: This is what it looks like when you drop down the menu. If i click <add new> I can get to a screen like this. Then I have this. Any and all help would be greatly appreciated.

I am having a problem with the Title field in the Contacts table.  It does not appear to be saved when saving the sections in the Contact Edit screen for the main contact for the customer.  It works fine for all the other contacts. Stuart

I appologize up front in that I am not knowlegable about APIs.  My guess is this is doable and wondering if someone can help me make it happen. PayPal has an API called "CreateAndSendInvoiceRequestMessage" It allows you to send information to PayPay and then PayPal sends out an invoice to the customer and handles everything from ...

Naeem - Thanks for the follow up. It is a filtering drop down. It allows us to change which year we are looking at and then see what the client spent that year. So, yes, we filter with this drop down.  Let me know if you need any more info / clarification. -Steve

Hi Steve, Thanks for the question! In order to answer this I need a little bit more info -- is this a filtering dropdown, or an information drop down? in other words, is it a drop down attached to an active record (so it's a piece of information attached to a record)? Or is it something you use to filter (i.e see all records after 2014)? ...

Hi sjk, There is actually a field in the Customer(lead) table labelled CreatedDate, this date is populated when you enter a new lead into Method and I believe this is what you are looking for.  By default this field isn't available on the Edit/New Leads screen, however this field could be added to either of these screens ...

We had a customization done where we had a drop down menu for each year (2012, 2013, 2014, etc). This menu is called the classification year. We are in the publishing business and are always working ahead and need to see our clients commitment levels down the road. In late 2013 i'd manually shift this classification to 2014. It would stay set ...