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I did go through all of our Vendors and found not a single duplicate

It happened as soon as I made the copy of it, I didn't touch any of the fields it is happening to so I'm not sure why it's happening.  It's the SimpleEstimate that I'm working with.

Hi Jessica, Which estimate template are you using? Have you made any changes to it already or was this occuring before any changes were made? -Michael

Hi akoumjian, This filter should be applied on Step 3 of 8: Filters when editing the grid. By the sounds of that error it looks like you are applying it to the drop down itself. That error means you have duplicate Vendors once those are addressed you can change the settings there. -Michael

Two questions:   First, I have added actions to my estimate screen, but when I go back to edit them, they aren't anywhere to be found in the edit section, yet the actions are still being used in the screen...why are these not showing up for edit?    Second, I was wondering if Method was capable of having picture icons that ...

I am trying to customize the estimate report and as soon as I opened it, it came up as having 5 or 6 decimal points after the quantity and cost columns.  I have checked the formatting string and it's {0:$0.00} and I've tried changing it and then changing it back.  Is there any other way to make this work?

For the grid fields, I've gone to the Advanced link for the field Vendor From their, I've added a filter that is "FullName is equal to spdLoggedInThirdPartyLoginEntityFullName". There is no option to select "Vendor" for the filter list. When I go to save, I get the following message: "The field FullName cannot ...

Hi akoumjian, You should be filtering the grid by Vendor is equal to Third Party Portal Entity FullName. What are the current filters on the purchase order grid? -Michael

We have a portal set up for our vendors. About three weeks ago it stopped working properly and we are not sure why.  We have a screen set up so that the Vendors can view our Purchase Orders with them. It filters based on their Vendor Record ID and only displays the ones that match with the logged in Portal User. About three weeks ago, the ...

Hi Wavetec, I haven't tested this but I did a bit of research, when you are scrolling in Method are you using 2 fingers or 1 finger? To scroll within frames on an iPad you need to use 2 fingers (Method uses frames). -Michael