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Hi Matt,
Are you trying to pull the Balance and Account number for the customer as a whole? Or are you trying to process some information for each individual transaction?
If you are trying to pull the balance and account number for the customer as a whole, I would use the Retrieve value from table action and retrieve the fields from the customer ...
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Hi Method Team,
I am having difficulty getting the "Account Number" and "Balance" feilds to display on the Contacts Portal- Transactions screen.
I have tried several different methods to get the fields to display, but with not luck. I tried:
- Calling actions on page load
- Checking for record ID
It seems that the ...
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Today is a big day! Not only are we releasing one exciting new Method App out of beta, but two! If you’ve been patiently awaiting the out-of-beta launch for either Method Expense Reports or Method Professional Services, then today is your lucky day!
Hats off to Danny for developing this easy, yet impressive ...
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Hi matlow99,
Is this due date going to be displayed based on each transaction or just a general due date? Either way the steps outlined below should give you the 15th of the month in any situation .
Get the current date from the session( Or date from any date field)
Use the Date Function action to get the first of the month from that ...
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Hi Lee,
Steps to add SalesRepName as a linked field:
Go to Customize > Tables/Fields
Look for the Customer table and click Edit Fields.
Select Add a Linked field
Select SalesRep in the Link Using drop down list.
Select SalesRepName in the Linked Field drop down list.
You can leave the Display As as is.
Click Add Field
Click Finished ...
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Yes, it has done a full sync. But what I think you're missing is that it won't even save this info in Method. If I put a cc card in Method, switch to another customer and then come back to the customer with the cc, the cc number is gone. So that doesn't seem to be a sync issue to me.
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pdirect,
Have you tried a full sync (Method may have preformed one since this post was posted)? If not from the Method Integration engine on your desktop go Synchronize > Full Synchronization.
-Michael
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I would like to have a due date display in the contacts portal home screen and transactions screen. I would like the date to be the 15 of the current month.
Example: If we are in the current month of March, I would like the screen to display the due date as March 15, 2011 or if it's July, the due date should show July 15, 2011 and so ...
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Michael - You said:
The easiest way to do this is to link SalesRepName to the Customer table using SalesRep and then use Customer.SalesRepName as the merge field. To use SalesRep.SalesRepName you will have to retrieve the sales rep's RecordID and use that in the merge Character Function.
I don't know how to do what you suggested ...
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Okay, just kidding. Figured it out. Realized that hitting any of the copy icons next to the default screens eventually lets you choose user created screens to copy.
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