Method Community

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

Ben, great news. Nobody had noticed that option at the bottom.

Jason, thanks for the reply. Yes, I'm using merge fields to replace fields from the EstimateLine table, but I'm guessing this will only pull through the first record found that matches the filter.

Hi Jason Thank you for the information i did do some research on paypal but it turned out that non FNB (bank in SA) customers cannot make payments online. Ill check with online credit card company’s in SA if they support Authorize.net emulation and as soon as I get more info ill post it here Thank you

Hi ecoxotic, You won't be able to remove these fields from the screen entirely.  These are needed in order to sync the estimate over into QuickBooks.  You can however hide them in the grid so they don't show. See below: Hope this helps, - Adam

Can you show me how you are setting up your Insert action? Perhaps with a screen shot of the action properties?  I'm wondering if you're taking a value and putting it in the wrong field (for instance, putting a text value in a field that's expecting an integer). The three required fields for the SalesReceiptLine table are Item ...

Hi Andrew,  Are you using merge fields to bring date fields and estimate line items into the email template? I'm not sure what you mean by how multiple line items are displayed on an email template, can you elaborate a little more on what your end goal is? I'll have to look into how to format the date ...

In the app, you have a Customization tab, from there an Integration Tools tab, from there a link that says Web Forms that allows us to create a web form that we can use to upload records to the system, from an external page. That's alll very simple and works just fine.  But as part of that upload, along with the simple data like name ...