Method Community

Thank you. This worked fine (actually, I didn't quite follow the first suggestion). But, I'm not sure I understand why it needs to be refreshed while other filtered grids don't need to be?

In a Customer List I have added a new section called 'Invoice Line Items'. My goal is to have a grid which shows which items a particular customer has purchased. First, I created two new linked fields in the InvoiceLine table called 'FullNameLinked' and 'SalesRepLinked'. These grab the respective info from the Customer ...

  We are a distribution company with several sales reps throughout our state. I am trying to implement Method in such a way that each sales rep can login and see his/her sales activity and customers (and no one else's). I have been able to create new screens and filter customers, invoices, and item lists by a specific rep, but I would ...