Method Community

Hi Jessica, You would need to modify the actions found on the Create Sales Orders... button on the Estimate screen. The sales order is actually created before you go to the sales order screen. -Michael

Hi JKM@SA, Which fields do you have on the grid and what kind of changes are you trying to make? I created a simple grid based on the customer table with the FullName and Phone as fields. I was able to change the phone number and update the grid. -Michael

Hi JKM@SA, To do this you will need to add a drop down field to your table by going Customize > Tables / Fields and clicking Edit Fields... on the table you want to add a drop down field to . Drop downs can be created based on unique field in other tables. -Michael

I am trying to get some new information that I've added to the estimate screen to then carry forward once I choose to convert to sales order.  Which screen do I have to add the action to in order for this to happen?

I have created a new grid based on the Customer table.  I have set it up so that editing takes place directly in the grid.  When I edit and hit update I get the spinning wheel endlessly.  It spins so long, I have had to hit cancel every time.  Why does this occur?  How do I fix this?

How do you create a drop down in one table that references another table?

Hi Andy, I don't think you are doing anything wrong. I took at quick look at the actions that occur when you select a customer and it looks like it doesn't get the country info from the customer. I am going to suggest that this be changed on the default screen. In the mean time you could edit the screen and add the action so that it does ...

Hey John, Yes it should work.  -Michael

I'm using the Outlook plugin in Outlook 2007 on Windows 7 and after watching the webinar I noticed that there are options for syncing the Calendar that don't appear on my computer.  When I click "setup" in Outlook there are only two tabs, Method Account Settings and Defaults.  I'm using the most recent version of ...

In the default invoice screen, the "Country" field in the bill to and ship to section does not automatically populate with the information we have on file for our customers. All other fields (address, city, state, zip) carry over automatically when customer is selected. Any thoughts on where I might be going wrong?