Method Community

In our business, every order starts with filling out a Sales Order. I'm setting up method so that all the different forms (except quotes) are generated based off the Sales Order - Invoices, Purchase Orders, Credit Memos, etc. (If you're wondering why you would related POs to a Sales Order, its because we're a drop shipping company, ...

Viret - I haven't tried doing anything like this before, but if I were to take a stab at it I'd probably start by looking at the "Advanced" options for the screen in question (when you edit the screen, there is an "Advanced" button at the top of the field/object list). This section allows you to create an action list ...

Hi viret56, From my understanding, you want set the screen to show the first value that is on the grid and do so without having to click on the screen to populate the information on the screen.  If so, you need to do the following steps: 1. Check the filter criteria on the screen and make sure that the sorting is done by RecordID and ...

Great. Thank you. What is the key field I need to use in order to update the opportunity table?

Forgot to say, I'm using the latest version of Chrome, when switching to the December version, this issue does not occur.

Thank you Ronen.  Your second reply will save me so much time!!

Looks as though if users have more tabs than can fit horizontally on the screen, they no longer wrap around, not a huge issue for us since our users only usually have a few tabs available to them.  In addition, the blue dropdown box next to the role box will not fully show, it's covered up by the tabs.

 I am able to populate the screen using a link in the grid.  I did want the first grid item to be on the screen when the screen loaded, but using the link is acceptable. Still, if anyone knows of a solution to my original question, I think that would improve the functionality of the screen.

I am trying to figure out the best way to use the lead/CRM status. Does this make sense? Leads are open and active when being worked. If you associate and opportunity with the lead and win the opportunity the lead is converted into a customer and is no longer a lead - it goes away. If you never get in touch with the lead you change the lead to ...

Hi misty2u, I wanted to provide you with some additional information to my response. To make things a bit easier for you, after you place the new object in the designer screen, you can copy the actions from the original field and place them within the new field. Here are the steps that you should take: 1. In the new object click on Copy ...