Method Community

I created a screen for credit card transactions based on instructions I found on the forum.  I've tested it and it's all working fine.  The issue is that now I have 5 unposted test transactions, and I can't figure out where to go to delete them.  They are all waiting on Sync Approval.  I was able to delete the ...

I have a grid on my screen which allows me to enter multiple lines of data for a particular record.  However, when I display that "field" in the Report Designer I only see the first record of the grid.  I designated the "sub" grids as detail tables when creating the report.  The field that I am having a problem ...

 Great.  I just got the REport Designer installed and it is going to work for me.

I just added the Professional Services app to my account. When I click on the Budgets/Contracts screen, then click on the Time Tracking tab, I get an error message "Invalid column name 'Item' Invalid column name 'Item_RecordID' "   What to do??  

 Thank you Can you please explain the process, step by step, as it is not clear to me how to edit those choices when visiting the edit screen of a drop down I created.  I can't even seem to find where to view what the current choices are.

James- If you are looking for List Builder it is now under the Campaigns tab. In Method you can't convert to Word but you could create a PDF(Report) using the Method Report Designer based on the SalesOrder table and use the new tables you created as detail tables for the Report. To actually generate this report you would use the Generate ...

James, If you set the grid to be editable you should be able to just click in a field and edit it. If you are talking about Edit... button found on some grid rows those are actually manually created and normally have a Show screen in popup action in them that will display a screen that for editing that record (You would need to create this ...

 I am trying to work with Lists. My end game it to get export fielded data to a Word document that I can convert to PDF and deliver to customers.  I was told elsewhere on this forum to use the Generate Report function.  I have used the Export feature to go to Excel, and I've been able to export the content of one table. I have ...

Hi James, 'Sales Center' no longer exists in the revamped CRM (The manual hasn't quite been updated just yet)  but the contents of it have been broken out across multiple tabs. What exactly are you looking for in Sales Center? -Michael

 Thanks.  I can delete now. However, when I create the field and choose to allow editing of records in the grid, how do I then edit the fields?  I pick Edit... to be the link, and I do not see that anywhere.