Method Community

Shawn, The way you have it setup is correct you may just want to replace Terms with ISNULL(Terms, ''). The step you are probably missing is adding Terms to the Activity table as a linked field from Entity -Michael

Blake- I was 1 minute too late, but what you did is exactly right. -Michael

Thanks for that. I figured most of it out last night and just updated this post with my findings (about the same time you were typing up your response, it seems). Thanks again...

Greetings This is what i found interesting about speed and using Method. 1. If I am on my laptop using a home wireless connection my average screen load speed is about 5-8 sec 2. If i am on my laptop using Verizion wireless connection my average screen load speed is about 3-6 sec 3. If i am on my laptop using a wired connection my average ...

Blake- You can add a Contacts drop down to the SalesOrder table and then drag that field onto the screen so that the user can select a contact. When you are adding the Contacts drop down you will need to add the RecordID as a drop down and then add the FullName as a linked field otherwise in the drop down you will only see RecordID's and not ...

Just a quick update for anyone that might be following (now or in future)... I added Contact (as a dropdown) and ContactName (as a linked text field) to the SalesOrder table. I then dropped the Contact field (the dropdown) on the SalesOrder form, binding the selected value to the ContactName. The Contact dropdown is filtered as follows: ...

John- In Method it is possible to create a PO from an estimate through customization, if you want to try doing this take a look at the Create Invoice button on the Sales Order screen for a guideline. -Michael

This is my first post.  I have been working on some customization and have hit a issue that I can seem to get around.  The powers that be want the Mobile Activity Screen to show the Customer's Terms next to the Customer on this screen.  Below is the Custom SQL statement that is stock with the Mobile Screen with the exception ...

I want my salesmen to select a contact each time they create a Sales Order. This information would also need to be present on the Work Order the guys in the field will use, as well. Has anyone customized the Sales Order screen to allow for selecting a Customer Contact (would like the SO to have the selected contact's name and phone ...

Thanks Paul.   For now I'll use a method side workaround by creating my own parent field. If and when this comes available, can you include it in the platform release notes?