Method Community

Is there a way to schedule an Activity to show up on someones calendar every month?

  Hi Method Community, This document provides you with all the steps you need to get Method setup on Right Networks, courtesy of our very own consultant, Amanda! If you feel this document is missing something, please let us know. Danny  

Thank you. This worked fine (actually, I didn't quite follow the first suggestion). But, I'm not sure I understand why it needs to be refreshed while other filtered grids don't need to be?

Yes, it seems to be working. I didn't realize that the list was unsorted (or sorted by some criteria I can't identify), so when I got to the end of the list and was looking at Nov09 transactions, I made a (faulty) assumption, apparently.

Alex, Looking back at this you could still have the detached grid and add a linked field to the InvoiceLine table that gets the Customer from the Invoice table.  Then filter the grid by the full name and refresh the grid using actions on the select link.

TogsTeam, Using the access you provided, I am able to see Invoices from Jan-2009 currently in your account. Sort the Existing Invoices grid by date and scroll through the multiple pages. The Sync options seem to be working as they should. Can you confirm? Val

Valbon - You're up and running. I look forward to finding out about the resolution to the problem.

Alex, You can actually use an attached grid on the Customer screen. This will work nice because each time you select or change a customer record it will display the properly filtered info. A relationship between the Customer table (the one the screen is built on) and the InvoiceLine table needs to be made. Add a dropdown field to the ...

The main page where I seem to notice this is on the 'Send to Quickbooks' tab under 'Connect with Xora'. This happens especially when I need to do a lot of QuickMapping. Try selecting for the time frame 1 week worth of data, and then click on the customer name to go to the Quickmapping pop-up window. While I'm on this page, ...

 Hello Matt,   An email is on the way.  Thanks again for such a quick response.   Boyd