Method Community

Shane, Just so I understand, you have field 1 already populated when the screen loads?  If that's the case, you can use 'Enter Value into Field On Screen', and after field 1 is populated, add that action and set field 2 to be populated with field 1. Or you can use 'Retrieve Value from Table' and get the value that ...

I cannot find my old thread about this but it's a continual problem that is causing significant issues. All I want to do is assign different sales reps to certain customers. I am starting with individual accounts and then if that works, I can use the export/import function in Method to do a few at once. But the problem is, my changes do not ...

I have two fields on a screen lets call them field 1 and field 2.  I want whatever is in field 1 to automatically appear in field 2.  I know how to set this up where when field 1 loses focus it would fill field 2 but I already have alot of data in my system so losing focus would only work for new or chaged entries. Is there ...

Hi Matt, Method CRM is only offered in English and there are no translation services/programs, which I know of, that can translate the Method CRM to other languages. As far as I know you cannot use translation services to translate secure web pages (HTTPS). I performed an online search for such a topic and found that this is something ...

Neil, It's not too many joins, as I was able to replicate it with only one more added join.  I've added this to the ticket.  When I hear back or find a work around I'll let you know. - Adam

Is there an app that can translate method to other languages, or is it compatible with some online or program based translation engines? Matt

I have now tried using the <br/> tag ahead of my link. I get the desired results when I have a simple Join and just put the AR it produces as my message. However were the malfunction tends to crop up is if I make multiple joins and have them produce ARs that I then join again and form another AR. I could be stringing to much together. I ...

Since the transactions grid is in the editcustomer screen I think a filter by job will not be required because the transactions on the grid should already only pertain to that specific job. I already have the availability to see invoices and received payments in this grid but I have to add the other types labor hours for that job, Materials ...

Dottie, Just so I understand....when you filter the grid, you'd filter by the job first, then the type of transaction?  Example: all invoices for Customer A: Job X, the grid would show a line for each invoice with Customer A: Job X?  Then total the amounts at the bottom.? What type of business would this be for?  This seems ...

Just wanted to add the Invoice, received payment, Labor, etc.. would be in the typ filter and the comlums to be added are the ones described above with a go to link on the left to view the transaction if needed.