Method Community

HI jdaniello, If your company will never offer the products and services that the lead was requiring, then you will need to set the status of the lead to inactive. If your company will sometimes in the future offer the products and services that they were looking for, but doesn’t currently offer it then I would leave the lead as active ...

Hi Viret, Just as a follow-up to what we have dscussed, I wanted to let you know that this is not how we normally set the actve ID on our original screens. The way we set an active ID is when we open up a tab link, a screen, a pop-up, and when you click on Select within a grid to populate the information onto the screen.   I ...

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.