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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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
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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".
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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
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Mark,
Thanks for bringing this up. I was able to duplicate this issue and will create a ticket for it.
-Michael
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Mark,
I'll bring this up in our next meeting so we can discuss making this standard for the screen.
-Michael
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