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When I try to insert a Sales Receipt Line, how do I identify the  right "Item" ?  Using a "Name" from the Item table does not work. Using  a RecordID from the item table does not work. How is it determined what the possible values are for the Item field in the SalesReceiptLine table? On-screen it is a dropdown ...

I have already tried reverse engineering it by looking at several monthly reports that already exist and the default chart showing the overall win/loss/cancelled ratio. The issue I am having is creating one that will first break the proposals down by month and then show the number "Closed - Won" and the number "Closed-Lost" or ...

 Hi Jamie- If you switch to the April version of Method this issue should be resolved. You can switch to the April(Stage) version from the bottom of the Method login forum. -Michael

[quote user="smohyee"]And for that matter, why can I put html code in a user's email signature, but also enter things like newlines and other whitespace like it was a text editor and have it show like I put in the appropriate html tags?[/quote] The editor provides everything plus the kitchen sink.  It's extremely robust ...

@CF_Pro, I have moved this post under our sub-forum for the API to help make sure your question is properly addressed.

Mark, I hear you on this one…but I don't believe this is an option at the moment. When users take advantage of SQL grid overrides they have to keep in mind that the values they see are 'display data' only. The filters work by comparing the actual data in the fields to your query.

[quote user="CDS_Josh"]I was wondering if there was an easy way to calculate the difference between 2 date fields without having to export it into excel and do it there.[/quote] CDS_Josh, There's a real easy way to do this through our actions.  Under the action list there's one called Date Difference under the Action ...

I used MethodAPIFieldListV2 to view all the fields in Customer and it shows 'WebSite' as a valid field. I have been successful in retreiving data behind my fields within Customer using MethodAPISelect_XMLV2, however when I pull data from the 'WebSite' field, the API completely ignores that request and skips right over ...

Is it possible to get the column filters to work when the column contains a SQL override?

Figured out the problem.  I was using a POST vs a GET.  Also for some reason you guys are not posted proper XML as a response.