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  • Advanced notice of Method Upgrades?

    Dear Method... Your newest upgrade seems FANTASTIC! Well done, grids are snappier and action sequence queueing is great! &nbsp;I think my users are going to love it! &nbsp;However, what my users did not love is that they could not enter their time into our timesheet program last night. &nbsp;I saw at 5:07 that you posted the method platform ...
    Posted to Method:Classic General Q&A (Forum) by csmp on 12-10-2011
  • Custom "Please Wait" screen

    I&#39;m creating a web form I intend to use over a graphic. The form looks great, as does the landing page, however the plain white &quot;Your message is being sent, please wait&quot; screen kills the concept. &nbsp; Is there currently any way to change the &quot;Please wait&quot; screen to a custom URL, like the landing page after the form has ...
    Posted to Method:Classic Web Forms (Forum) by g.burghall on 12-09-2011
  • Re: Importing from Excel to CRM

    I have a picture, but I don&#39;t know how to send it to you. Trying to send you an email using the forum doesn&#39;t allow attachments.
    Posted to Method:Classic General Q&A (Forum) by sloturtle on 12-09-2011
  • Re: End Loop Through Grid - Error

    Michael, my customized SalesOrder_CreateInvoice screen is now working, I think because I replaced the End Loop Through Table statement with End Loop Through Grid.&nbsp; But, the Full Blown Method Edition of this screen still has the corrupt Action sequence logic.&nbsp; It appears to have some new logic to handle line item groups, but it ...
  • Method Platform Updates - December 9, 2011

    Performance enhancements and a new multi-tenant beta! Grid refresh speed - you should notice that everything and anything related to grids is significantly faster. &nbsp;Grids were previously doing extra unnecessary work which we found could be more intelligently optimized. &nbsp;This was especially the case on large screens with lots ...
    Posted to Release Notes (Weblog) by Method_Paul on 12-09-2011
  • Re: End Loop Through Grid - Error

    Michael, will that fix my customized screen?&nbsp; I can look at Action Sequence of the Method default screen and try to match mine.&nbsp; I did not change any of the logic, I only added fields to the insert row action so my custom line item details are added, but I&#39;ll still need to get this working in a customized screen.&nbsp; I&#39;ll ...
  • Re: Sales Tax Explanation

    Blake, At the transaction line level level you normally set a tax code to determine if an item is Tax or Non, and then based on the Tax Item that is selected at the very bottom of the invoice is what determines the tax amount. Normally if a customer is not taxable they would have a Tax Item assigned to them to reflect that and when you select ...
  • Sales Tax Explanation

    Dumb question here...can I get an explanation on how/when Sales Tax is added to Estimates and Sales Orders? Does it make any difference whether a Customer is Taxable or not? It seems like the only thing that determines whether tax is added is whether a line item is taxable or not. Thanks
    Posted to Method:Classic General Q&A (Forum) by Blake C on 12-09-2011
  • Re: Expense attachment bug

    kjculbertson- I will test this out and create a ticket for this situation. -Michael
  • Re: Notify supervisor an expense report is ready for approval

    kjculbertson- On the default screen it does not send out any emails that notify the supervisor that a report has been submitted. You can take a look at the CRM_NewActivity screen and reverse enginner its email process and add that to the submit process for an expense report. -Michael &nbsp;
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