Method Community

Hi there,  can method track the real revenue and cost of a job so that commission can be calculated based on the profit from the job?  It'd be cool if it can because right now we have to pull up a profitablility report from QB and then manually calculate commission, then enter the commission back into QB pertaining to that job. ...

Hi there,  I have synced Method to Quickbooks Premier.  Most of my transactions are in CAD$, but a %age is in USD$.  However, the CRM system by default made everything into USD$.  I don't think there was actually exchange rate conversions between the 2 currencies, but through Method, would I be able to assign certain ...

Thx for that...I think I did drop a Refresh in there. That wasn't my problem. My problem is I'm an idiot. Upon further review, my initial approach was correct. In my haste, I was pulling the wrong damn ID from my previous screen, so the Grid was trying to load a record that didn't exist. That's what I get for having 40 actions in ...

Thanks for that info....I'd never used that Action Set before. I tried it and I saw it work just as you mentioned. One question, is it possible to use Shared Results in a Filter where there may or not be shared result values set? That way we don't have to have custom Filters, but rather something like extension variables on our existing ...

[quote user="Blake C"]Is there a way to do this?[/quote] Yes.  There's an action called Set the View Filter but you'll need to define the filter ahead of time, then call Set the View Filter on screen load. ~C

I'm testing this on my local account and will post up a reply when I can confirm this behaviour. ~C

[quote user="Blake C"]Why would a screen (in particular a grid) behave differently when loading from two different locations?[/quote] You might need to add a grid refresh action to the on screen load action.  When a grid is in a section the refesh only happens when you select that section.  Let me know if that works for ...

Sometimes, rather than loading a screen and manually typing in filter criteria for a grid, I'd like to pass in a value or two when the screen loads so the grid will filter based on this information automatically. Is there a way to do this? Sorry if it's something obvious and I'm just missing it.

[quote user="Blake C"]Can't I get the dropdown to filter on page load?[/quote] Drop down filters are applied against the list when your open the drop down.  I tried a few ways to pre-filter that list and I'm not sure you'll be able to pull the results of a filtered drop down.  You could try to add an action to the ...

I have a screen that is loaded using a Show/Hide Tab Link & Go To Tab Link passing in a couple shared result values that the screen grid will use to filter on. This works fine. I have another screen that, from an action, will do a Show/Hide Tab Link & Go To Tab Link to the same screen in question, passing the same shared result ...