Method Community

Hey David, To save you some time and make it easier for you, I can put in a request to reset your Method Account. This will wipe out all your data, including any custom fields, screens, or tables. If this is the route you would like to go please email me your Company Account name. - Ashur

I am trying to mass delete all opportunities in an effort to clear all data out of my account to start over. Ive already deleted all customers but now I have contacts and opportunites that I need to delete preferrably not one at a time. I've created a button and grid that will loop through a grid to mass delete the customers but ...

Shane, If you edit the screen, then click edit on the dropdown field, in step 4 (Dropdown Choices) you should see the table associated with the dropdown.  Exit out of that screen, then go to the screen for that table.  You should find your choices there. - Adam

John, Remove the cents and use only whole numbers?  No.  Those totals are calculated behind the scenes in order to ensure the data does not conflict with Quickbooks.  Therefore, you won't be able to alter these fields (like change the data type) and remove the decimal places.  You can still modify the print templates ...

I have a drop  down list that I cannot figure out how to go back and edit items on the list.  I need to essentially go back and edit some of the things on the list.  But I cannot find where I do that.  When I go to table and field I do not see the list and when I go to to the field on my screen I do not see the list. ...

Greetings, Is there a way to remove the cents from the estimate grid totals? Thanks John M

Hi dottie, What Record ID is being populated in the custom field job #, is it the Customer Record ID or the Job of Customer Record ID? Is this field associated with a custom field in your Customer table? If not, you should create a field to hold this data in order to display it where needed. If so, double-check to ensure that a ...

Dottie, So long as the fields were also added to the table, you can use the "retrieve value from table" action on the "onScreenLoad" action in the Advanced button. - Adam

I created a custom field job # which automatically populates the record id as the job #. When I create a new customer the job number populates, however, when I save it, and click on the job in the customer list all the info except the job # is saved, and reflects in the edit customer screen. If I re-enter the job # in the edit customer screen it ...

When a new customer is created I need my custom field created by (current user signed in) name and created on (current date and time) to remain on record and reflect in the edit customer screen. How can this be done?