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 Again, I'll detail what's happening: If, within the Customize environment, I view the "CRM_CustomerList" screen and select a particular customer, I am taken to the "Edit Customers" tab for that particular customer within my custom environment. If, within the Customize environment I view ...

 Hi Chad, I started playing with this and it is really acting strange ... Went to a customer acct in QB that had credit card data. Changed the last digit of credit card #. Hit Okay Payment Application Popup "You have updated information for "Customer"  Do you also wish to update this customer's credit card/ach # ...

This post is related to your question. [quote user="JKM@SA"]Does Method offer an alternative to tracking and reporting jobs so that we don’t have these duplicate customer names?[/quote] The alternative is to customize your pages or reports with some filtering.  Method is contact driven so all your jobs are also contacts ...

Ted, I'm getting lost here. I'm putting a button on a NEW CALL REPORT SCREEN to assign the next call number (Keep in mind my Call# is CR 12 - xxxx, not just a number)  If I can get it to work, I'll move the actions to "when page loads". 1. Assign Value to Action Result - Assign Result Name to Value from Screen ...

[quote user="AutumnW"]Can you please tell me what type of SQL code Method is based on[/quote] We're based off MS SQL. [quote user="AutumnW"]...use SQL outside of the Grid...[/quote] You can use SQL in advanced where's when doing a retrieve value from table. ~C

Getting this error message. Any suggestions?    Your client had encountered an error with web form CustomWebForm. This may be due to incorrect setup of the web form. The error encountered was: The array of insertion fields you have provided contains a field name more than once. Please make sure each MethodAPIInsert call contains ...

Thanks for the suggestion - I'll put it to the team here but I have no ETA on when or if this will be implemented. ~C

HI Greg, I read your original post and it got me thinking about how I might solve this problem, thought I'd share. Much of this overlaps with Chad's comments:   - What you're describing is a many-to-many relationship, not a one-to-many. As you said, one FSR can have many calls, but one call can also have many FSRs.  - The ...

@Greg From the information given I have the following recommendations : Initially set a Result action to the lowest Call#. Loop through the Grid/Table and compare the Result against the Value of the Row If the value from row > Result then change the Result to that value  (I would record the Record ID in another Result just in ...

You're not wrong to expect that but the fact that you're seeing behaviour different from the stock screens suggests to me that you've broken a link on the stock set of screens.  Without seeing your screen it's impossible for us to provide a solution to fixing the link on your stock screen.   At this point we've ...