Method Community

I just found the problem. Michael had said, “The CRM_Search_CustomerList is based on the Contacts table” as well as “The CustomerType field is a text field(Linked) within the Contacts table as previously mentioned” which led me to believe I needed to select the "Contacts:Customer Type" field from the dropdown list ...

JKM@SA, The grid subtotals are dynamically calculated and are not actually fields but you can use the Get Sum action, to get the sum of a column in a grid.  So in this case use the get sum action and get the first total, use another get sum and get the second total and then divide those and put it onto a field on the screen. You may even ...

Hi mlepitt, I will bring this up in our weekly meeting to have it changed to include subject and let you know -Michael

pdirect, We are listening and are fully transparent with our users and partners in the community.  We will continue to add product enhancements, feature updates and other support resources.  However, if you are unable to get the exact answers from our forum to solve your exact problem, that’s why we have consulting time. Yes, ...

And last, what if this is an error in Method and that's why it's not working.  I'm not saying it is, but what IF it is?  You'll never know and I'll never have this resolved because you never looked into it.  Michael said it "appeared" to work when he tried.  But who knows what his setup is and if ...

Also, I've spent yesterday and today trying to add ONE FIELD, just one.  Should it really be THAT difficult?!

Danny, did you have to lock the lower part of the thread because you don't want me to reply any more?  I'm not asking for step-by-step instructions in the forum, I'm asking for step by step instructions outside the forum . . . i.e. in a knowledge base or manual.  I'm also asking for customizations to be made a LOT ...

  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 ...