Method Community

If I were in your shoes I'd create a second screen. One screen has the grid set to be editable, the other one just read only. Put the read-only screen in a tab associated with the user role that most people are part of, and put the editable screen in a tab associated with a different user role that fewer people (like just the editor) are a ...

Hi Dan, First off, in case anyone else following this thread was curious, Dan did respond privately to let me know that he does indeed want to add bold lettering to a specific column in a grid.  I have attached a screenshot below of the final product, notice the "name" column, all records here are bolded. This is fairly ...

Hi there, Quickbooks allows us to bill against a P.O. for which the items have already been received in an Item Receipt. However, when I try to select a P.O. which has been received in such a manner in the Item Receipt screen, those P.O.s aren't available. Is there something I'm not doing correctly? Or a setting that needs to be changed ...

Hi Ken, Well -- there's an action called "Update Field in Table" so I'm not sure why you would have to edit a linked field specifically? Assuming you have "IsSMSAny", run an action with "update field in table" to update that field to "Yes" anytime you add an SMS. It will update all the relevant ...

Hi Scott, I ran a test in my account and was able to have it sync over. Would it be possible its filtered out of the grid?  If you wish, you can enable MethodSupport and email me your Method account name and I can have a look.  Also let me know which contacts I'm looking for and I'll see what I can find. - Adam

Hi there, Your options for linked fields are probably empty because there is no existing relationship between the customer table and your new custom table. Follow the steps below to do this. Add a new field (drop-down) to your custom table This drop-down should reference the Customer table using the Name field Now try to add your linked ...

Hi there, Sometimes our customers need to be able to see their PO numbers for each line item on an invoice. We prepare one Sales Order for each of their POs, using the PONumber field to record their PO number (not our internal PO number for the items we need to order). That's easy enough, but there can be multiple Sales Orders on each ...

Hi Dan, Can you please just confirm where you are wanting the bolded fields for me?  I have attached a screenshot from the Method Customer and Contacts List.  In this screenshot you will see a grid, and notice, for example, the column with the header "Rep/Type/Title".  if you look at the records for this column, ...

The following question came in via email I am trying to make our test session as useful as possible and we are uding a custom table in our current CRM to track software registration information. When I am adding a table to the system and I try to create a LINKED field, which is supposed to link the new table to the customer table. But the ...

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 ...