Method Community

I noticed that once my sales people save a estimate or sales order it shows Cost, %, Markup, Markup %. If I go into the customization of the screen and remove these columns, will it just not show them or will it affect my items/data?

That worked perfectly! Thank you so much for your help, I'm still learning my way through the intricacies of method. Conner

Hey Mortaza, Where do I add this logic? I assumed it would be a conditional statement under the yes/no field, but I am not seeing anywhere where I can choose these options. Conner

Ok perfect that worked. Now the problem I am having is that when the checkbox is marked, it toggles my "SHIPPED!" label on all sales orders, not just the one the box has checked. I would figure the solution would be adding the label to the salesorder table as a field, but it doesn't look like you can add labels to ...

For your new view is that the only filter property that you use? Here is a picture of what my view looks like http://imgur.com/aCxVp7h , However this did not work. I am not sure which "Contact" to make specialtype equal to, is it a field from the screen, session, or shared? Conner

I have a checkbox on my screen that once selected, I want to unhide a label field. I have both fields located on the screen (and the label field selected as hidden when screen first loads), and under the checkbox action screen I have chosen the Show/Hide Field/Object action to toggle the label field. However, this does not work so I must be ...

Hi again, I have noticed that when I am in both the leads list and customers/contacts list, the grid shows all contacts for all companies. Is there a way to easily sort so that it just shows the companies? (For example COMPANY 1 has contact 1, 2 and 3. All 3 of these are seperate entries in the grid. I want to just view COMPANY 1 as 1 grid ...

I also saw that you could click the ellipses on the action stage when customizing a field, and choose which user roles have access to the field. I tried doing this but it seemed that even user roles that are unclicked were still able to use the check box. Is there a way to make this work? As it is much easier than having to edit the screen ...

Hello again, I am already back  With the way that we ship out our orders, we are trying to establish a way for our shipping guy to "close" a sales order so that both he and the sales department know that the order has already been picked and packaged and can no longer be edited. I see that there is a "Closed" option at ...

That did the trick!  I didn't realize that I used the fields from the wrong table.  Thank you again for all your help, Conner