Method Community

I'd like to have a look at this issue on your account, could you email me at c.ridgway@methodintegration.com and provide me with more details on which user this is happening to, which browser and if it's just the invoices tab.  I reviewed my field service pages and there's no issue that I can see.  This sounds like an problem ...

I'm not that experienced with SQL overrides for formatting but I do believe inserting <b> tags would bold those items for you. ~C

 This is happening again with the same user. I've instructed him to flush cache and also to try a different browser.   But is anyone else having sim issues?   Richard Martyniak

Thanks. I'm fairly experienced with SQL, so I can probably retrieve the data. However, I don't know how to change formatting using SQL. Should I insert HTML (<b>) tags to do the formatting?

I wanted to follow up my previous post with a caution on performance issues with using 8 grids at the same time.  The Item table can contain quite a few records so loading and filtering 8 different grids off the same table may not be the best solution for this.   You can acheive what you need with just one grid using multiple filters. ...

John - one thing I'll add. For performance reasons, you might want to consider putting each grid in its own tab. That way it only loads if the tab is visible. 

[quote user="John M"]How many grids can i have in screen?[/quote] You can definitely put 8 (or more) grids (of the same table) on a screen and use a custom filter for each one.  You can even mix in detached grids from other tables if you need.  There's a good set of actions available for working with Grids so you should be ...

Greetings, I am working on a custom estimate screen for my landscape co.  One of the things i need to keep track of is making sure everything on the blueprints are entered in estimates. I was thinking of making a grid to each phase of a landscapers project. So one grid would be for all the plants, Another grid for lighting/sprinlker timmers ...

[quote user="kinetixjake"]We are new to method and were wondering if there is any way to customize the customer portal[/quote] Welcome to Method!  You can definitely customize the new case form on the portal to allow for document upload.  If you're new to Method I would recommend watching a few webinars here to get you ...

Hello, We are new to method and were wondering if there is any way to customize the customer portal new case form/reply form to allow clients to upload files with their messages? I know that staff users have the capability to attach documents to a case, so why not customers? Any advice would be appreiciated. I read another thread on this forum ...