Method Community

Hi Alex, If you look at the SalesOrder table in Method you will find two fields you might be interested in IsFullyInvoiced and IsManuallyClosed. You can use these two fields to help filter the grid. Hope this helps,

I have created several screens which automatically filter by sales rep depending on who logs in. I have created a screen that lists Sales Orders by rep using the SalesOrder table. How do I filter the Sales Orders to only show those that are open (i.e., similar to an Open Sales Order report in QuickBooks)? I can not find any appropriate field to ...

 Hi, Yes, there is a way to schedule recurring activities to appear on someone else's calendar. To do so you'll need to open a new activity and fill out the info under 'Add/Edit Activity' - here you'll select the person that the activity should be assigned to. Please note this activity will be the series, think of it ...

Tal, After doing a lot of research and digging around through blogs, forums, articles and the Microsoft site, this actually looks and sounds like an issue with IE. It does not seem to be a Method or Xora issue. One of our Method staff is actually experiencing the same IE crashes on a nightly basis…and no we are not on Method all night. ...

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