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  • Re: Adding New Sales Reps to Dropdown in Contacts

    Adam, Ben & Naeem, Thanks to all of you who are working to help us resolve this issue. I understand there will be a post soon to resolve our probelm so I wanted to restate our concern to be sure we're all on the same page. We employ Manufacturers Rep Firms for market our products. Each of our firms have several salespeople we need to ...
    Posted to Method:Classic General Q&A (Forum) by lsdrury on 01-15-2014
  • Re: Color Coding

    JWS, I just finished creating a couple examples of the code you would use in the HTML Override, here is a screenshot of my end result (don't judge my color choices!): Keep in mind, you need you are essentially using either HTML or CSS code in the SQL Override area to make use of colors, I have provided three examples below of ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 01-15-2014
  • Re: Writing Script

    H the texello,    I found out how one can use values off of the screen.  It is using the Character Function and the Replace characters function.  I'll try to explain how it will work.       First, Take your SQL command and for the Screen.ClientName section, replace it with something you can ...
    Posted to Method:Classic General Q&A (Forum) by Method_Greg on 01-15-2014
  • Re: invoice type

    Hi swm023, Unfortunately, there is no screen for this table.  You can however, create a screen, base it off the ActivityInvoiceType table and design a screen to create some new options. Keep in mind that the stock FieldService_AddEditWorkOrder screen uses the original values in the ActivtyInvoiceType table for some of its functions. If ...
    Posted to Method:Classic General Q&A (Forum) by Method_Adam on 01-15-2014
  • Re: Writing Script

    Hello Ben,    Can I confirm, you are using Retrieve Value From Table action with an Action Result that contains your search/SQL command?     I can look into getting values from screen as I am not sure myself.  I see you tried Screen.ClientName.    There is a webinar we have on SQL and Retrieve values that ...
    Posted to Method:Classic General Q&A (Forum) by Method_Greg on 01-15-2014
  • Re: Relay access denied -- email setup

    Hi Chris, When using the Method ListBuilder feature, what you are doing is considered a relay through your mail server, Method is relaying your message through the smtp protocol.  We have found that some Service Providers by default block the ability to use this feature, also known as "Open Relay".  This could be the ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 01-15-2014
  • invoice type

    I am trying to edit the Invoice Type drop down on my work order screen. I'd like to change the options and add some new ones. Where can this be done.?  I've been looking for a screen to edit but can't seem to find one . . .
    Posted to Method:Classic General Q&A (Forum) by swm023 on 01-15-2014
  • Re: Fields Not saving on screen

    Greg,   It seems you do understand what I'm doing with my drop down.  If I'm not clear I apologize.  What I meant to convay was that everything is working as far as my screen updating fields in the "CustomrEquipment" table  upon adding a new or editing an existing record from my screen. The issue has been ...
    Posted to Method:Classic General Q&A (Forum) by krp2203 on 01-14-2014
  • Re: Writing Script

    Ben, Do I understand you are trying to retrieve a value from a table by writing a script so you can display a field in a grid that is not found in the table you have open in the Grid? If so I am very interested in what you are trying to do as it would help me solve a number of problems that I am chasing around. I am not comfortable with script ...
    Posted to Method:Classic General Q&A (Forum) by StuartKatz on 01-14-2014
  • Re: Can I undo "delete customer"

    Hi, There are a few ways to disable the button action through customization.  I believe the easiest way would be to disable the ability to execute by user role. To do this you would need to copy and replace the current Method screen and edit this new screen.  When editing, edit the "More Actions" button in the Additional Info ...
    Posted to Method:Classic General Q&A (Forum) by Method_Adam on 01-14-2014
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