Method Community

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?  

Greetings. If i understand this, the mini URL that is sent by email to the customer is suppose to be connected to the persons email address in method.  What happens if i have one client with 15 properties. I am going assume that i will get 15 different mini urls correct? And when he enters the same email addresss for all 15 URL's it ...

  Awww the wisdom of Method came to my mind. You guys are good. Customize>Customer portal transactions>Grid>Show PDF> look in actions for "if Estimate" then change the show PDF to the desired reprot.  Works great. Thanks John M

Greetings. I made up this slick etimate report that has phases collums and such. I customized all the buttons to this new report.  When i send this to customer portal, i get a different estimate report.  How can i change this to my new estimate report? Thanks, John M