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What you'll need is to use a Character Function to join the two values.  That character function will save the joined values into an action result that you can then insert into the appropriate field in the grid. As long as you make that field unique in the table, it can act as your key. - Adam

We are making our move to Method CRM from basically a mix of other software programs. We have successfully imported all of our Quickbooks data into method as well as Leads from another program. What we need to do now is import our contacts into Method using the CSV format. My main question is, Is there a way to import more than two contacts into ...

Hello Support, You know what would be real nice? When I get timed out of a session to be able to have the same login options as I have in the main login screen. The popup to log back in does not allow easy access to choose Google or Intuie OpenID logins. Just an Idea...

That seems to get me pretty close, I understand what you say about using max to determine the current max in the row. I have included a section of my grid for clarification. I need the displayLine fields to be sequentially numbered from top to bottom. (1,2,3,4,etc) right now the problem I am having ins correctly configuring the where ...

Hi Community! We recently signed up with MethodCRM and it's been working wonders as far as integrating with our Desktop Quickbooks (Premier 2012). I'm trying to set up a report with report designer that will allow me to list all time sheets that have been submitted from all our employees, grouped by customer:job within a given date range. ...

Hi Nebo, You can find some great documentation about filtering grids by clicking here. See my screenshot below to learn where a filter view can be selected on a grid.  If you do not see this option on your grid, it may be because you haven't added any filter views yet. To add a filter view, edit the grid and skip to ...

I'm not able to do screen shots. Can you provide a screen shot of each step?

Hi everyone,    I have a grid for wich I have created few views, but on screen where grid is I don't get a selection dropdown for views. I've searched to find option to enable it or insert but haven't found it. Does anyone know how to do this?

Here is how my table loks: http://screencast.com/t/bvVk09R3nt6 What I need is how to create a field for combined County,State so I can use it as a key. Also I need to combine RecordID and company name since CompanyName is not unique as well, and it is a list too long to fix. It is easier to use recordID+CompanyName as a key, and then in ...

Hi Jon, Thanks for the suggestion. We've actually had this request in the past and its already in our system as a feature request. If there's any news on that, you'll find it on our Release Notes. - Adam