Method Community

@jnairn [quote user="jnairn"]I discovered how to create an action, but it's still not clear to me. I've gotten to the point where when you enter the credit card information into the field, it encrypts is as a bunch of characters.[/quote] Yes the action that you described is by design and function that way. Please find the ...

Smohyee, You could use a SQL override here - I hadn't thought of this earlier but it is possible to override what's shown in a grid with this feature. ~C

[quote user="smohyee"]Can I modify the display format of grid values?[/quote] Not at this time, you would have to recreate the field in the table to adjust the decimal places.  See this post. ~C

[quote user="chrisg"]Let me know if you think there is anything in the mean time.[/quote] If you're having any problems with your custom page or report, best bet is to copy the original page again and start from a working page.  Make your changes slowly and make a copy of your page often so you can revert back if something ...

Yes, it is a custom estimate, I made the template by copying the method standard estimate and altered the file on your custome template software. The only things that were altered from the original was the logo and small layouts on the first and second headers. I will make sure the descriptions are showing in the fields shortly. Let me know if ...

I just created an estimate with service items and they appear in my print preview.  Make sure you have a description for each item as this is used to display on the print page.  A couple of questions, is this a custom page?  is this a custom report? The stock screens and report are working fine in this respect. ~C

[quote user="Method_Chad"]With your lookup table you could add a dropdown field (outside the grid) for FSRs.  Then you could program a Loop action to update checked rows (or Calls) from the grid with the FSR selected in the drop down.  The setup might be a little complex to understand but you would have greater control over job ...

 Are you asking me to log into my Method environment as a user? When I do what you say, there's no Transactions tab at the bottom. Only Activities. Either way, the Method environment for users/staff/mamagers is working fine, no links are broken. Regardess, that's not what I'm looking to do. I'm investigating how to link the ...

  @AutumnW Great question. We here, at Method, always try to see if any new changes will affect existing screens and customization. However, there is always a chance that future updates might produce issues with customized screens. How we deal with those cases, is to determine if the stock screen (out of the box) has the same problem. If it ...

For a test,    Go to the Leads tab > Leads and Contacts list Click Go To... on any lead Scoll down to the section tabs and click Transactions Click New Transaction... then click Estimate. If none of thse pages were modified or copied then you should have no errors throughout the steps above.  At some point you must ...