Method Community

[quote user="MikeB"]The Sales Orders screen does not exist in my list.[/quote] By default the Sales Orders tab link should be part of Customers tab - if you were missing this then is was deleted at some point.  Add the Sales Orders screen back on your Customers tab links and the action set should work as intended.  Your tab ...

[quote user="smohyee"]do you have a suggestion for the override script?[/quote] I know a little SQL but not enough to advise you on the script.  CONVERT is probably the function you want in this respect and the best I can do is link you to an MSDN article that explains this function a little more.  If you need help with ...

[quote user="KieranD"]Do you have advice for implementing process? [/quote] My advice is similar to Smoyhee's above.  It sounds like you need to build a project contact relationship database.  The table would look something like this... Project Contacts RecordID |  ContactID | ...

 OK, so digging deeper, I notice that if I edit the CRM_Edit Customer tab, go to the Transactions section and edit the "New Transaction" button, the second screen shows the embedded actions.When I use the filter to see the "Sales Order" action, the coding says Go To Tab ink >> Go To Sales Orders. The Sales Orders ...

[quote user="Wavetec"]It took me all day but I figured it out.  What I did not know was that you don’t need to use the “where… this… is equal to… that” part of the “retrieve from table” action.  I just always needed that to match up screens before so I didn’t know ...

Chad, I'm not an SQL programmer, do you have a suggestion for the override script? From what I've read, SQL is not really designed for formatting displayed information, but the best functions I could find are CAST and CONVERT. The following script doesn't display any values in my quantity column: SELECT ...

Great. That way when you change screens in the future, the gadget keeps on tickin'. By the way, what's your general sense for the new My Profile screen, and the gadget settings? Confusing, nicely laid out, too much animation, smooth, etc.? This will be the standard My Profile screen on the next version of Method in a few weeks, so ...

UPDATE: This is now working fine and I'm not getting a 404 error anymore...  Thanks.

ok, I see.  I assumed it was looking at screens, but it's looking at tab links.  Thanks.

Selwyn - it really *should* let you choose your customized screens. So if you go to Settings > Company-wide preferences > Customer, the dropdown doesn't include tab links that point to your customized screens? Don't forget it's looking at tab links, not screens. The criteria it is looking for is that the base table of the ...