Method Community

I have built some functionality into the work order and invoice screens to allow the work order number to be pulled through when creating an invoice (there is a dropdown field in the invoice table displaying record ID from the activity table). There are then 3-4 linked fields in the invoice via the activity record ID. On the desktop ...

I am in a modified mobile invoice...i am selecting an existing invoice from the grid, uppon selection the canned logic is to take to the screen where it shows the customer info....i have modified it a bit to say look at that customer and check a box depending if that customer is a company or not. On a side note I have tried ...

I am new to method.  In my business we pre bill at the first of the month. I am trying to figure out how get this set up? The services are created already but not the invoices. Thanks Julie Dickens

Had already tried this, but did it again for entity and customer table and didnt help.

Hey Adam, I was afraid it might be something like that... totally understand. So, what I'm getting is that we need to create an action sequence that runs on a set schedule, or on button press, that would insert these values into the appropriate table column/row, then create a simple filter based on the results. Thanks for your help! Charles

Hi Ben You might try opening the entity table and clicking the finished editing table button.  You can then return to your other table and add try adding the dropdown again.

I am no longer able to link a table to customer with the FullName field. I have done the following steps 1. Enter a new table name. 2. Click add table 3. in field name put Name. 4. Changed field type to dropdown 5. click add field 6. Choose from existing table 7. Select the customer table 8. Choose a field only gives me the opton of ...

So one of my users wanted to change one of the names of their tags which had about 2000 contacts with that tag. Does method change all the contacts that had the old tag name to the new tag name? Looks like it doesnt, as now when user goes to a contact that had the old tag name on, the tag disapears. We need some kind of warning that if you ...

Yes it is, glad I am not going crazy. Hopefully this gets fixed soon. Need it to work.

Is the portal in an iframe on your website? I reported the same issue when viewing the portal through an iframe a couple of weeks ago and it was submitted to the developers.