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  • Re: Customize Search Window

    Danny, did you have to lock the lower part of the thread because you don&#39;t want me to reply any more?&nbsp; I&#39;m not asking for step-by-step instructions in the forum, I&#39;m asking for step by step instructions outside the forum . . . i.e. in a knowledge base or manual.&nbsp; I&#39;m also asking for customizations to be made a LOT ...
    Posted to Method:Classic General Q&A (Forum) by pdirect on 09-27-2011
  • Re: Customize Search Window

    &nbsp; 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. &nbsp;This allows us to keep this as a free resource for all Method users. &nbsp;It would be impossible for us to provide the ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 09-27-2011
  • Re: Customize Search Window

    Amazing! Method will toute itself as being customizable, but then it&#39;s so difficult to customize I can&#39;t even do something basic like add one field . . . and so I need to pay for more consulting!&nbsp; This reminds me of the days of DOS on PC&#39;s.&nbsp; Sure, you can customize your computer if you memorized a bunch of crazy ...
    Posted to Method:Classic General Q&A (Forum) by pdirect on 09-27-2011
  • Grid subtotals in calculations

    Is there are way to use grid subtotals to calculate a field? &nbsp;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. &nbsp;Then I would want to take the Amount subtotal from the Tasks &amp; Materials grid and divide ...
    Posted to Method:Classic General Q&A (Forum) by JKM@SA on 09-27-2011
  • New Activity - Send Email Subject Merge not working

    When creating a new Activity, I found that the Subject Merge was not working for the Email Template.&nbsp; When I looked at the field change function I found the logic missing for any Subject merging, only email body was there.&nbsp; I have fixed it for my instance by duplicating and modifying the Email Body merge character functions, but i wanted ...
    Posted to Method:Classic General Q&A (Forum) by mlepitt on 09-27-2011
  • Re: Customize Search Window

    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&#39;m going to suggest going with paid consulting if you are still stuck. -Michael
  • Re: Customize Search Window

    I tried that already, but now there are no results shown at all no matter what view I&#39;m in and no matter what filter selection I make. And the filter says it&#39;s a &quot;text&quot; field instead of a &quot;dropdown&quot;.
    Posted to Method:Classic General Q&A (Forum) by pdirect on 09-27-2011
  • Re: Customize Search Window

    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
  • Re: Button Role Feature

    Mark, Thanks for bringing this up. I was able to duplicate this issue and will create a ticket for it. -Michael
  • Re: Search Screens - Filter Header

    Mark, I&#39;ll bring this up in our next meeting so we can discuss making this standard for the screen. -Michael
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