Method Community

But....... Save Section works well when tied to a Lose Focus event to save the current row in the grid, which will update the Amount column and activate custom links in the grid, but using Insert New Row after Save Section in the action sequence does NOT work. It looks like Save Section is not properly implemented and the Action Sequence plows ...

Update. Using Save Section works.  I would think that Save Grid Row might be more efficient, but it just might be necessary to shut down the entire Grid edit session to get the row and grid to save.  

Michael, I am trying to duplicate the function of the Update link without requiring the user to Click the link while entering line items on an order.  I am trying to use the Lose Focus event trigered when the user Tabs accross the cells of the line item.  I need the current grid row to save and update the grid to show the total Amount ...

Method Field Services updates Fix - The Field Service Dashboard screen had links to CRM activities, cases and opportunities.  These were pointing to the old version of Method CRM, so they were dead links for new users and users who recently upgraded.  A check is now done to see if you are using the new CRM 2.0, and if so, it ...

Greetings, In field services, the mapping feature is not working. I get 5 messages all saying missing object, using IE8 John M

No, the client/prospect is only interested in the CRM.

Hi Deb, What's the reason for deleting the future work orders? It may be a better idea to just cancel the series which will cancel the remaining untouched work orders. You can also regenerate the dates for the series to a smaller or update date range. -Michael

Innovative, Our records show that you are a QXpress Online user. You should post your questions HERE on the QXO forum or call 1-888-797-7377 -Michael

JamesQ, The screen you want to edit is CRM_EditOpportunity (The CRM_OpportunitesList is the screen that lists all the opportunities), to edit a screen you need to make a copy of it first, when making a copy you will have the option to point existing screen to the copied screen you are creating (Which in your case is probably the best ...

all of a sudden as of a few hours ago we cannot find customers in our database they are in quickbooks but not in method something has changed, we have not customized anything in months   customers we cannot find  clarence meredith, don mcmenamin, betty phillips, roger ralston, lawrence reed, richard skinner   i have enabled ...