Method Community

I'm trying to add Title to the contact information that is taken from a new lead.  But when I try to customize the New Lead screen, I don't see the option to add the Contact Title field.

Philip, There is also the HTML full screen view button.  It is the icon that looks like a little blue screen in the top bar of the HTML editor. - Greg

-C I am trying to do a similar thing. I want to exclude Discounts on the print version of a work order/sales order. I am noting using the Yes/No. I simply want to exclude them.  Can you expound a bit on how to do this?

Hello Philip,     I can put in a feature request for the ability for a user to increase the visible typing area of an HTML editor object on a screen.  I know scroll bars can be seen as a usability issue once you type over seven lines.   If you ask a developer, I suspect they will tell you it is from a third-party and ...

So, looks like "AccountNumber" was not what I was looking for.  I would assume "CustomerRecordID" should be related to "Customer" and "Contacts" I'll keep looking Thanks  

Hi Greg, Thanks for the straight answer. However this is highly disappointing given other possible customizations in Method, since there are obviously many uses for an HTML input window that has more than 7 input lines, and this clearly affects a user's efficiency in using such screens. Please consider this an official request for that ...

Hello,      I believe it is possible.  I found a forum post here that explains a similar situation.  Here you can write a function for the item list and just display records that are not of a 'Discount' item type.  If you follow the instructions in the post, you will get to the Formatting Rules Editor, ...

Hello,    The Number of input lines is not for resizing the HTML editor.  Instead it resizes a normal textbox. The option is beside the HTML editor option, but does not affect the HTML editor.  The background is changing most likely because the style/CSS of the page is changing when you change the number of lines, but not the ...

Great Video's, exactly wht I was looking for.   I now belive that a few SQL staments will get me were I need to be much faster than the inline tools. Can you tell me the relationship between the "Customer", "Contacts", "Entity", "Activity" and "CustomerEquipment ...

Hello, I currently filter certain items from the items list on a Sales ORder. I would like for the print version of the sales order to only print some of the items. For example: There are discounts that appply to some of the Sales Orders that I want to show on the screen but not in a print version of the sales order.