Method Community

Hi Micheal Thanks for info.  Although a bit cumbersome the advanced search works just fine. Mark

I added the Documents Library default screen to my Home tab so I could manage my documents library not associated to any record set.

Tricia-  The Save All Sections action should save everything on the screen. The amounts are brought in after the Invoice is saved. Take a look at the actions on the Save button on the Standard Invoice screen. You will have to place the Conditional Warning on all objects that have a Save in it to make sure that condition is always met. Print ...

Hi Emily, Are you doing this from the Opportunities screen? Did you customize any of the document library screens. -Michael

Hi Mark, This was already discussed Here. One option is to click the ... and use the Advanced Search. -Michael

@ Michael: It is saving beyond the normal saving when you select the customer.  It saves the line item information but doesn't calculate the total invoice amount, show customized messages, etc. @ Michael & Val:  The Value on Screen I am referencing in the Conditional Warning action is the Caption from the "Dropdown Field ...

Hi Emily, Having a default Vendor filled in shouldn't cause the screen to save but actually selecting a Vendor will cause the screen to save. If you take a look at the actions on the drop down you should see a Save All Sections action. One thing to note is before you add any line items to a transaction you will first have to save the ...

Hi Rolf, I am going to have to test this further. I am getting simlair results to you. -Michael

I am getting an error when adding a new document, I fill in the name, assigned to, and folder.  I then select the item from my computer and upload. When I select Save & Close I am getting an error that the "Name" I filled in is pointing to "DocumentRef" which is not a valid dropdown list value?   How do I ...

We have a number of jobs/projects with the same company and most times the contacts are the same.  Throughout the CRM there are dropdowns to select a contact.   These dropdowns appear to have the columns "Contact" "CompanyName" "EntityType" If the contact is associated with both the parent and a job, the ...