Method Community

mwishon- If you upload the image into a File Attachment field in the table it will show up in the grid as an image(Or PDF/Word/Excel icon). Take a look at the Documents section when editing an Opportunity. I tested putting HTML image tags into the grid to show an external image but currently its not supported but I can create a suggestion ticket ...

Hi John- I was able to duplicate this issue and created a ticket for it. I will update this post once it is resolved, or if I have any updated info. -Michael

pdirect- I think I know what is happening here, when you add a line item in the sales order, Method is using the Tax Code for the Item and not the tax code for the customer. In QuickBooks when you select an item it uses the Tax Code of the Customer and prompts you about changing it to the tax code of the item instead. I will look into this ...

Hi Emily- In the Credit Card Processing action it lets you set a City for the customer, you would have to customize the screen and add a city field and update the action to make use of that field. Those error messages come straight from the credit card processor method just returns it. -Michael

If a field is set to read only,  is it possible to have a field render as HTML?  This would allow a field that uses the HTML editor for input to render a pretty picture in read only mode instead of the plain text including the HTML tags.  A good example of this is the related activity comment on the CRM_NewActivity Screen.  If ...

Nice. So I confirmed that they don't exist in Method.  However, when I try to save them, it still says they already exist.  Again though, they're not in QB either.  ??

When I click on the "Search" button, the contents never fully load and it won't let me filter.  It just looks like it's constantly trying to load the data, but never finishes.   

I am using the default screen that came with the Warehouse module and the Assembly Build screen allows entry of the main line, but no line items/members.  I made a copy of the screen afterwards and customized it by adding the Line grid as it relates to the active record and after building an assembly, it doesn't populate any of the ...

 Please let me know if images can appear in grids.  I'm trying to build a product catalog, but my references to product thumnails do not load.  It would also be great for the document library if image tags for uploaded documents like: pdfs, doc, xls could appear in the grids.

We usually get an order from a salesman, then split up work orders based on the type of work...I think I'm gonna customize our Sales Order actually, and add checkboxes at the line item level to create work orders. Don't know if it's gonna work, but I'll try it.