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Yep, grid itself doesn't show up.
As far as filters on Step 3 of 9 in the Grid Wizard:
Field:Vendor = [vendorname] (actual Type In the vendors name); and then some OpportunityStage filters. All roles can view. Nothing in the Advanced Screen settings. The only thing I can think of is that a few of the grid fields (Advanced ...
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Hi,
In purchase orders screen we placed on button called Generate Bill to create bill for that particular PO. There we write a logic to go to the screen called PurchaseOrder_OpenPOs.
Once we click on Generate Bill in PO, it will opens the PurchaseOrder_OpenPO's screen. There it displays all the PO's of that particular vendor. Once we ...
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Shawn-
Do you mean the grid itself doesn't show or there is no data in the grid? It could be the filters you are applying to the grid. What filters do you currently have set?
-Michael
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Hi,
I need some clarification regarding Bill and Bill Payment in methods.
We have added one more line item to an existed Bill, which has already been paid through Bill Payment.
My problem is the bill which has been updated by new line item is not shown in the Bill Payment to pay. Is there any way to pay for the newly added line items in Bill ...
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I created a special tab for one of my vendors and set them up with a portal to see just that one tab. That tab contains a simple grid. When I log in to the portal I can see the grid beautifully. However, the tab is blank within my Method site. The grid won't load/show.
Thoughts?
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John-
What you described should be possible. Could it be the same issue as THIS forum post that you previously posted?
-Michael
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Greetings,
New Method CRM>Field Services>Activities.
If i create work order in field services, i dont see that work order in activities list. I wanted to create a work order from my mobile then come to my laptop where i create a case and link that work order to it. Is that possible?
Thanks
John M
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Woodweld-
For this what you could do is add a FileAttachment Field to the ActivityPriority table which will allow you to attach an image to each priority type (You will have to modify the ActivityPriority screen to make use of this new field) and then add this new fields as a linked field to the Activity table. Once it has been added if you ...
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That was easy. Thank You.
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I saw that on two invoices I created this morning. Looks like it works great. Thanks Michael.
~Shawn