Method Community

Hi keita,  Make sure that on your CRM_NewLead screen (or CRM_NewCustomer) you dragged your field from the Add Fields section and not the Add Objects section. The Add Fields section will link the field on the screen to the field in the Customer table. The Add Objects section will simply place a blank field on the ...

I can get the correct reocrd id into a shared value. The issue now is that when the pop up screen closes, the shared I need to get the data from the Ship To table in the Sales Order screen. How do I pass control back to the Sales Order screen from the pop-up screen to use the shared result and get the data to popluate the fields. ...

I want to add Account Manager field to Edit Customer page for all users at Two Degrees (my company) but can't see how do this for any account other than my own.  Would be grateful for the assistance.  Does everyone need to customize their own page?  

Yes, it should. I tested this out myself using the Value from Session > Current - Screen Active RecordID and it worked as I thought.  This was why I was confused as to the additional screen and thought that maybe the select link for that screen was missing something.  Either way, as long as you are getting the right value ...

I created a simpler screen with a just a grid. I can use the original screen from that was created with the table. Wouldn't the grid and select button still work the same?

I changed a screen within the new lead and customer tab to reflect two separate field phone entries (phone cell and phone home) when entering data.  The fields and screens have been updated and they show as I expected.  However, when I go to the edit screen for each lead or customer the original fields show on that page ...

That should work too.   I'm a little confused about this whole setup.  From what I understand, you have the sales order screen where another screen will popup and allow you to select a ship to address and have that added to your Sales order screen.  You also created a new table and screen to store these addresses.  Am I ...

Ok I found the correct field. It isn't Value from Session > Current - Screen Active RecordID it is Value from Screen > RecordID. Now I have progressed the second issue with the process. I opened the pop-up screen from a button in the ship to address1 field. In the button in the ship to address1 field, after openning the ...

What's showing under the tax column is the name of the tax item and not the actual value.  To find the value you can open the item in Method.  Go to the Quickbooks tab group > Lists tab > Item tab link.  Find the %20 item in the list and open it.  You should see something like this: - Adam

The value from the value from Value from session > "screen active recordID" is not the RecordID from the row.