Method Community

  pdirect, The purpose of this forum is to help to guide you in the right direction (which Michael has in this post) not to provide step-by-step instructions on how to customize something specific to your company.  This allows us to keep this as a free resource for all Method users.  It would be impossible for us to provide the ...

Amazing! Method will toute itself as being customizable, but then it's so difficult to customize I can't even do something basic like add one field . . . and so I need to pay for more consulting!  This reminds me of the days of DOS on PC's.  Sure, you can customize your computer if you memorized a bunch of crazy ...

Is there are way to use grid subtotals to calculate a field?  If so, how do I find out the names of the subtotal fields? For example, if I wanted to calculate estimated revenue per hour in a work order, first I would add a field EstRevPerHour.  Then I would want to take the Amount subtotal from the Tasks & Materials grid and divide ...

When creating a new Activity, I found that the Subject Merge was not working for the Email Template.  When I looked at the field change function I found the logic missing for any Subject merging, only email body was there.  I have fixed it for my instance by duplicating and modifying the Email Body merge character functions, but i wanted ...

pdirect- The CustomerType field is a text field(Linked) within the Contacts table as previously mentioned. I quickly tested this out and it seems to work fine. At this point i'm going to suggest going with paid consulting if you are still stuck. -Michael

I tried that already, but now there are no results shown at all no matter what view I'm in and no matter what filter selection I make. And the filter says it's a "text" field instead of a "dropdown".

pdirect- You will need to edit the grid and go to Step 3 of 9, here you can set the filter, which should be CustomerType contains Screen.CustomerType. You will need to add this for all the filter views. -Michael

Mark, Thanks for bringing this up. I was able to duplicate this issue and will create a ticket for it. -Michael

Mark, I'll bring this up in our next meeting so we can discuss making this standard for the screen. -Michael

Hi KatesRealFood- You will need to add the Transasction table as a detached grid to the customer screen. Right now since its attached it only show records for the currently selected customer but if you recreate the grid as detached you can filter it to show records where Entity contains FullName from screen. -Michael