Method Community

[quote user="LaCrews"]A more cost effective but manual approach would be to have the actions occur when somebody logs in and triggers an on screen load event.[/quote] Just wanted to post up that this solution would work good for you - thanks LaCrews!. We have a date difference action to help you compare 2 dates. ~C

Thanks for the additional detail - I need to review a few things around roles before replying back to this thread.  I have not played with the role feature enough to give a good answer on this one yet. ~C

[quote user="jpfiester"]Everything else is working as expected.[/quote] Good to hear - let me know if you have any other questions around this. ~C

[quote user="Denice"]Any tips?[/quote] At this point you can view your invoice from the Invoices tab link either from the Field Service Center or Customers tab.  While viewing the invoice you can Save & Email button to send this invoice to the client.  The email will contain a link to login to your portal which will allow ...

I noticed that the exported sales rep IDs have 5 blank spaces after them in Excel. I'm sure that my revised sales rep IDs did not have those spaces, as I typed them in and pasted copies of my entries in various rows. Could that be the issue? Do I need to add 5 spaces after every revised sales Rep ID>

Actually, she has some sharing permission, but I'm not sure that is the issue. She can't see her own employee entry in the contact list. Maybe it's a Role issue?

[quote user="MikeB"]it appears to be restricted from her view. Is there a way to fix this?[/quote] She probably doesn't have permission - click Customize > Users and click edit beside her username.  Click next several times to step 6 and you'll want to adjust the access to shared records - I believe she probably has ...

NeilRick There are 2 different ways to accomplish this. Using an outside of Method API driven program that responds to a computer clock would work. A more cost effective but manual approach would be to have the actions occur when somebody logs in and triggers an on screen load event.

Chad, The following only refers to buttons and not other object types, as they seem to be in varius stages of implementation for roles. For buttoms, I am able to see the role tree and can assign them any way I like.  It also displays which users will be able to view/execute  based on the asssignments and the user's assigned ...

Michael, I was trying to get the YTD Sales into a grid for a client...  So I copied this SQL override into the customer list grid balance field but I'm getting an "error generating the grid."  I'm doing something wrong, I am sure.  Can you make a screen shot of the advanced screen for the balance field in the grid ...