Method Community

Hi JKM@SA, Thanks for this additonal info, I will look into this and get back to you. -Michael

Hi Alec, When a customer, vendor or employee logs into Method with a Third Party Login (Portal), the screen is automatically filtered to only show records that belong to them. (The Override Filter by Active Record ID action can remove the automatic filtering placed on a screen). For this particular Vendor do they have any PO's created ...

Hey Brett, If you try this now, it should work. -Michael

Dawn, Can you give me the exact steps you took to create this transction in the order they took place, that way I can test the exact same steps on my account and see if I get the same results. -Michael

Hey Ian, This message should no longer appear. -Michael

Hi pdirect, Just to give you a heads up, you should now see a favicon on the login page.  -Michael

Hi Alec, This should now work :) -Michael

Hi Brett, This has now been increased to 4000 characters. -Michael

Hi Roger, [quote user="roger"]Which Method tables contain bits of information related to CRM?  It appears obvious that the 'Contacts' and 'Customer' tables are involved (setting the 'IsLeadStatusOnly' field to 'TRUE') but are there other tables (LeadSource, Opportunity, etc.)[/quote] The only other ...

Hi, Now that this new field is in the table you will also need to add it to the screen itself. Go to Customize > Screens and edit the Bill screen (It will ask you to make a copy). On that screen you should see a grid for BillLineItem editing that grid will allow you to add additonal fields to it. Lastly you would also need to add this new ...