Method Community

[quote user="MichelleSFI"]Ok, one quickquestion then:  do QB custom fields link to Method[/quote] Assuming you're on QuickBooks Desktop then yes, they do sync. ~C

dottie, Instead of using an existing field it makes more sense to just create a new field for your customer table.  Edit the table for customer and add a new field type of drop down for project managers then you can drag out the new field to your custom screen.  You'll probably want to add this field to your new and edit customer ...

It's been a while since I've looked at the stock Method screen grids, but the Qty field in the grid likely has custom actions added to its LoseFocus event that does the Qty X Price = TotalPrice calculation.  Also, (triggered on postback) each grid has a before/after Edit and before/after Add function where you can add custom actions.

Regardless of the raw data entered/saved, I think you can override the display of the Qty number using the SQL Round function to simply drop the decimals off, leaving the whole number. That may be a bit confusing, though, should your customer enter a 2.5 for Qty, refresh the grid, and see a 2 in the field b/c of the rounding.

Thanks Rolf!  I think I understand it now.  Appreciate your taking time out of your Sunday afternoon to answer my question :)

Karen, Gaining and losing focus refers to the selection and unselection of a field. When you select a field by clicking on it or tabbing to it, any actions listed in the Gain Focus event are executed.  When you leave the field any actions in the Lose Focus event are executed.  Also, if you have actions in both Lose Focus and Text ...

Can someone please explain to me what gain/lose focus does and how you would use it?  I can't find it in any documentation, and don't get good results when I search it in the help center. Thanks! Karen Dellaripa

Also, one other question re: calendar activities. Most of our Work Orders will be assigned to multiple employees. Anyone found a way of doing this in Method right now?

Right now my company has a paper schedule (created weekly, often changed due to various logistic issues, customer/employee availability, weather, etc) with penciled in employee names, customer names, and a very brief description of work. Obviously I'm trying to find the best way to replace this paper schedule with Method's Field Services ...

Nick - I just tried it with the API and all the fields cleared for me.  Here are the fields I cleared: ShipAddressAddr1 ShipAddressAddr2 ShipAddressAddr3 ShipAddressAddr4 ShipAddressAddr5 ShipAddressCity ShipAddressCountry ShipAddressNote ShipAddressPostalCode ShipAddressState I highlighted the ShipAddressNote field, ...