Method Community

Mark, We won't be making this change to the standard search screens at this point but you can customize the screen and enable the Filter Header on the grid. -Michael

 Worked like a charm, thank you!

mlepitt- This post HERE should help you out. -Michael

mlepitt- If you take a look at the standard invoice screen and click Print Preview does it come up as it should? Can you post a screen shot of how it comes up? Or email me a screenshot along with the file. -Michael

mlepitt- We use google apps here in the office for our outgoing server we use smtp.gmail.com, I tired this using my email(m.melo@methodintegration.com) and my password(SuperComplexSecretPassword) for the Send Email action and it worked. -Michael

I added a Drop Down field that sources an existing Transaction table and when you select the Transactions, it only shows RecordID and that means nothing to me, I need the RefNumber.  I found how to add it in the search from the drop down, but once selected, you only see the internal ID.  Any idea how I can work around this ...

 Thank you, I figured it out just a few minutes ago, I didn't realize I didnt' have to fill in those fields.  But, in some cases I would like it to come from a generic email address (customerservice@mydomain.com) so this will still be a problem for those instances.

I am having an issue generating the PDF report.  When I select PDF, it outputs an HTM file instead.  If I select HTM, it does the same thing.  If I select PNG, it outputs a PNG file.  I have confirmed not only the pop-up window does this, but also when i send an email and attached the report action, it attaches as an HTM.  ...

JKM@SA,  I'll add shading the color of a column as a suggest but to be honest if it does get implemented it may not be for a while but i will look into changing the color of the text and get back to you when I have an update. One thing to note though is that the text color will probably only work with the read only fields and not field ...

melpitt- [quote user="mlepitt"] It seems that since I have to specify a user, password and server it won't use the user email information instead.[/quote] Are you trying to set different default email settings for each of your users? If so when you edit a user(Customize > Users) in Step 2 of 10 you can uncheck Use default email ...