Method Community

Oftentimes we'll use the "Description" field of the line-item section of Sales Orders or Invoices to write info that is not directly related to a line item. For example, we use a third party software which automatically writes shipping info into the Description field of the last empty row of our Invoice line item ...

This one will drive you crazy.  Because in 2 minutes you'll post back saying "it happened again". Reason: by default the Edit Customer tab link is hidden.  So if you create an action that goes to that tab link, you should use the Show/Hide tab link action to make sure that tab link is visible. Paul

WTF? Don't think I did anything but logout/logout again (I do that a lot while I'm customizing anyway) and the Edit Customer tab seems to be showing with the correctly renamed title now. Next issue.... Thx

When I'm logged in (I'm the account admin), choosing 'Go To...' on the Customer list screen shows and renames the Edit Customer tab just fine. When other non-admin users are logged in, clicking 'Go To...' will load the Edit Customer screen just fine, but the tab link title doesn't get renamed. It's just a blank ...

I guess it's just the nature of data driven applications (from a single source db) with no abstractions in between. It just makes for a very long tail when attempting to customize and change things. thx

Hi Blake C, When you have a dropdown type field in the table, you always have to delete the field if you want break the current link to the current field and relink to a new field within the table.  You should be ok for the Activity, Opportunity, and Case tables, because by default they don't have the SalesRep dropdown unless you want ...

Sounds like you've got a working solution.

Hi cpitts,  I wanted to let you know that I am in the process of compiling my response to your post and will have a response shortly.  Ronen

Hi lvharris, I did receive your forwards template. I want you to create a test activity and within the activity, check the checkbox for Send an e-mail? and in the To field, type in r.gaisiner@methodintegration.com for that template that your sales person has sent out, and I want to see if I get that same e-mail 16 times. Once I get the e-mail or ...

Hi Ivharris, I also wanted to update you with some additional information for the post. I would do the following steps to modify the copy of the Activities List screen: In Step 1 of 9 for the Activity Grid, make sure you select Checkbox column which will bring up the checkbox column which will allow you to select multiple rows at once. In ...