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  • Re: Secure Links in a Grid

    Thx for the ideas. I&#39;m already doing a lot of customization to this application so staying with the built-in Method security (roles/users) features would be a big benefit if at all possible. My Solution: I wound up removing the &#39;Delete&#39; link from the ItemList grid and adding a Delete button (as link) to the ItemInventory screen ...
    Posted to Method:Classic General Q&A (Forum) by Blake C on 02-16-2012
  • Adding Rep to Existing SO/Invoice/Etc

    Hi, in my older version of Method, I had the option of selecting Rep as a column that showed on the invoice and sales order screens, under Existing Sales Orders and Existing Invoices. &nbsp; All I see as options now are: RecordID&nbsp; Select Invoice # Date Customer:Job Amount Balance Do you know how I can add Rep to this list so when I&#39;m ...
    Posted to Method:Classic General Q&A (Forum) by cpitts on 02-16-2012
  • Re: Secure Links in a Grid

    Blake Here&#39;s an another approach. &nbsp;You can add an unbound text box object to the screen, label it &quot;delete password&quot;, and set the masking property. &nbsp; You can then use the user supplied value in your condtional statement. &nbsp;
    Posted to Method:Classic General Q&A (Forum) by LaCrews on 02-16-2012
  • Seamlessly attach Documents to QuickBooks transactions using Method CRM and SmartVault

    In last weeks blog I was raving about the new capabilities we&rsquo;ve added to Method CRM allowing you to attach documents to leads, customers, opportunities, cases and solutions. &nbsp;Now we&rsquo;ve gone one step further and extended this capability to some of the most common transactions in QuickBooks. &nbsp;Which transactions? &nbsp;Thought ...
    Posted to Blog (Weblog) by Anonymous on 02-16-2012
  • Re: Secure Links in a Grid

    Blake There are a number of ways to accomplish this. &nbsp;Here&#39;s one idea. &nbsp;Add a new field to the users table called &quot;IsPrivileged&quot; then surround the an action set in this case the delete link with a conditional statement that tests true when &nbsp;the signed in user is privileged.&nbsp;
    Posted to Method:Classic General Q&A (Forum) by LaCrews on 02-16-2012
  • Re: Recurring Events

    Hi lvharris, If you go to the Field Service Operations tab group, you can renew selected work orders. Work orders that are recurring have a start date and an end date. The renewal process calls upon the &quot;Renew Recurrence&quot; action which does the following: A. Increases the Start Date by 1 year. B. Increases the End Date by 1 year. C. ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 02-16-2012
  • Re: Money decimal places.

    Hi viret56, The only way that you can display numbers in the grid on a screen to the nearest 2 decimal places is by adding the field type of decimal to the table associated to the screen. Adding the field type of money will permit the user to display more then 2 decimal places on the grid while the decimal field type will round the number ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 02-16-2012
  • Secure Links in a Grid

    How can I secure a link (or any column) in a Grid? For example: I don&#39;t need my salesmen deleting Items. Can I prevent them from seeing and/or clicking the &#39;Delete&#39; link for Items in the grid? Can I effectively hide a column in a grid based on security? Thanks...
    Posted to Method:Classic General Q&A (Forum) by Blake C on 02-16-2012
  • Re: Sign In Times Out unexpectedly.

    Hi viret56, The reason that you are getting this time out error message is because you are logged into Method with the username concurrently on either a new web browser on a new tab within your current browser. You can only log into Method in one session and not two sessions with your username. The error message will appear for security ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 02-16-2012
  • Re: Recurring Events

    Hi lvharris, I just wanted to give you an update that I am looking into getting an update for the response by finding alternate ways of automatically renewing the activity. I am going to get back to you shortly with a response once I have an update from the team on an alternate solution. Ronen
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 02-16-2012
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