Method Community

iLs, Based on the message "Currently there are no fields added to this grid. Please edit this grid in Customize > Screens and add desired field(s)." It looks like you just need to add columns to your grid. If you edit that screen and then edit the grid, in step 2 it will ask you to insert some columns. Insert some columns and ...

[quote user="Laura Madeira"]  A little more detail might help. We have a generic email that all leads come in through email. I personally manage that and then assign the lead to the appropriate person. I would like the tool to recognize who the lead is assigned to and when each person integrates with Outlook it would recognize ...

Ok, Since my QB company file is on the server.  I need to have a dedicated cpu have this installed.  Not on my laptop.  Sorry Danny, I guess I didn't explain myself well enough.  Does the dedicated cpu do any calculations or serving data?  I am just curious mem usage.

Thanks Paul, this makes sense.  I've looked around quite a bit but I can't find any decent examples of how to properly use the "Send to Desktop" action via a loop when working with both transaction and detail tables.  Here's what I have right now, but I'm a little unclear as to the placement and configuration of ...

s.white- When I first loaded the screen I noticed it took a second to load the screen before the error came up, this lead me to believe it was an issue with OnScreenLoad. So I made a copy of the screen and just deleted all the actions found in OnScreenLoad and that error no longer came up. I suggest going over the actions found in the ...

JamesQ, You could filter you grids/drop downs to only display records where ParentFullName is blank, this would prevent any jobs (Opportunities) from showing. By default each Job (Opportunity) is a new record in Method and there is currently no way to change this. To take this one step further if you hid all the ...

Michael, I'm afraid I may have lost you there. I am in the customization tab, editiing the screen -> grid, but do not see any way to add columns. Here is what I am seeing on the edit screen: If I hit the "Edit" button it opens up a window to edit the Section, but not the grid. Also, did you have a response to the question ...

Hi Mark, Try performing a Full Sync in Method by opening the Sync Engine and going to Synchronize > Full Synchronization. Also try going Customize > Tables / Fields and click Edit Fields... for the Sales Order table and then Finished Editing Fields. -Michael

voltaire- What I would do is add an action to assign JournalEntryRecordID from Row to an action result, and then use that in the Send To Desktop action. JournalEntryRecordID refers to the RecordID of the Journal Entry that the Journal Entry Line is associated with. The Sent to Desktop would look something like this: Table Name: ...

JamesQ, To elaborate a bit further in Method CRM, you normally wouldn't be listing opportunities under customers in the customer list as jobs.  Opportunities are not people.   Opportunities are "deals" for people (customers and leads). They are in a separate Opportunities table, and are assigned to customers and ...