Method Community

To a customer would be the most helpful, and if the mobile browser could have a neat function to upload photo from camera of the phone would be super.  but in the office if we wanted to scan documents and attach them to the customer file like a contract or layout of the installation or whatnot is where i'm going

@Method_Paul At first I was doing that (do a SUM for records in the grid), but then I was faced with trying to manually select the first row in that grid so I just decided to load the tab again knowing this would be the easiest. In the end, it was the easiest. Check the link in my post to see the actions I wound up using to get it done. Thx

VLocke, To update this thread, we were able to help you out via consulting time. At your request here is what we went through together. You didn't actually delete the field (as per my note above), you simply removed the grid column for 'IsIncludedOnInvoice' To correct this, we added the column back with the exact same name as it had ...

@LaCrews Yeah, that's what I wound up doing. This solution made more sense once I decided to just effectively load the tab again rather than mess with looking at a grid. Take a look at the link I posted to see the actions I wound up using. Thx

cmogletree- Based on a previous post I believe you should already have Method Scheduling & Invoicing app installed. If you go to Work Order List screen in Scheduling & Invoicing at the bottom you should see a More Actions button which has an option to Map. You can access Scheduling & Invoicing by selecting it from the drop down in ...

Andy- This issue has be resolved. http://www.methodintegration.com/cs/blogs/releasenotes/archive/2011/12/22/method-crm-updates-december-21-december-22-2011.aspx -Michael

VLocke, Chances are you would have had to remove that field from being used on all screens before you could delete the field on the table. At this point it becomes very difficult for us to assist over the forums because we're left guessing on our end. For this reason I would agree with Michael...you'll get the best ...

 The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online QuickBooks Purchase Order New - the screen has been updated with the CRM 2.0 style.  Ohhh....ahhhh..... (QBD) Improved - we’ve renamed the “Ship To” dropdown list at ...

Hi Navitha, You can use the import / export tool to export the data out to something like an excel. It is not a true data archive b/c all it does is export. If you want to remove the data from Method you will have to manually remove/delete it or do this via actions. If you are thinking of removing the data, I would be very careful as some tables ...

Could you just use a GetSum action that gets the sum of the RecordIDs in the grid? If the sum is greater than 0 there are records, otherwise there are no records. I haven't tried it, but I don't see why it wouldn't work. Paul