Method Community

Andy - can you please do the following. Within your account enable the MethodSupport user by going to Customize>>>Users and placing a checkmark beside this user. Email (do not post to this forum) your exact Method account name and Method screen name. Please be sure to include the url of this forum thread in the email to help me ...

I followed all the steps and even created my columns in the customer listfor all 3 fields. The only problem I am having at the moment, is I want to check that I entered my actions correctly, and even though I dragged all 3 fields to the grid for both the customers and contacts, they are not reflecting in the live screen inside the individual ...

I'm not concerned with hostorical sales orders, just ones going forward. So here's what happens: 1. At the Account Name level on the Edit Customer screen, I can change the sales rep and it's fine. The new sales rep appears when I re-open, and it appears in the Customer List screen 2. For a "Main Account" job ...

Thanks. However, I still can't edit directly in the grid for the "sales price" column. I made a copy of the original Estimate screen and added the sales price column in there as well just to test without any other changes to the screen, and I have the same result where I can't edit any grids in that column, but can for every ...

Hi Blake - I had to dig this up from our Release Notes. "Auto grow" on grids - Using the grid wizard you can now specify if the grid should expand vertically to fit its contents. As you may have already seen in the new Customers screen, the Activities grid now shows the CRM comments directly in the grid. If the contents are greater ...

Mike - two parts to this answer. If you make this kind of change in Method it will not go back and make changes to previous records. In other words, you are telling Method to change the rep for future records. As a side note, you could run a button with some actions and criteria to update the past entries with the new rep. Start a loop ...

Andy - yes, if you edit the grid wizard it sounds like you are not allowing user to add directly from the grid. Make sure you double check steps 5 & 6 in wizard.

@dottie, There's more than one way to do something like this. Here are my thoughts on a simple approach. First off, you would need to define which existing fields or add new custom fields for the data. I assume you will want to use the Customer table. Possible fields would include: JobPercent - a an integer or decimal ...

Is there a setting where I can control how many characters are shown in grid cell before the link 'show all' is displayed? This is a nice feature, but I'd like to cut it off at 30 characters and then have the 'show all' link. I can do it it in SQL - SUBSTRING(field, 1, 30), but the nice 'show all' link doesn't ...

Perhaps I need to change the Contacts table as well? It's a bit confusing because in QuickBooks I can change the rep association for individual customers on the main customer page, but there is no similar option for job types. A customer's job types all have to have the same sales rep as the customer "entity", right? But in ...