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Hi Steven, The URL will take you to the screen and open the customer record as long as you are passing a valid RecordID for that table and screen. How are you retrieving the RecordID? If you are getting it directly from the Customer List screen, then you'll want to use the Entity RecordID, as the RecordID is for the Contacts table. There is ...

Hi, I was wondering if any one uses method:crm for their construction company and if you had any pros and cons about using the system? I want to make sure it is a good fit for our company, so I am curious as to how it integrates into another remodeling or construction business.

Thanks for your help.  However, with that change, I now get a url that looks like this "http://MIurl.cc/QdM8xmi" which takes me directly to method crm but not the specific customer I was referencing.  Is it possible to go directly to that Customer?  I am using the recordID of the person I want to see on the Customers ...

Hi Steven, First off, let me welcome you to the Method forum!  I gave this API call a try on my own account using similar values to what you provided and ended up with a similar result. The URL I received was just a string of random characters. I believe this was meant to return a complete URL, but for some reason, that's not what's ...

I am using MethodAPIGetScreenURLV4 and I give it the appropriate login credentials plus  strSessionID = "" DomainLinkOrMIurl = link TabName = "Customers" TabLinkName = "Edit Customer" RecordID = 133 RoleName = "CRM" ExpiryDate = "" isPortal = ...

Thanks, Ben! Yeah, that's what I ended up doing for the time being.

Very true. Would be a great addition! In the meantime, if you needed to build a workaround for this we could certainly plan that one out together. For example, Updating a field on the grid to be a True/False could be achieved by adding a button which uses the Loop through Grid action , and the Update Fields in ...

Thanks for the reply, Ben! It would definitely be useful for grids to be editable in certain situations where minor modifications on the fly on a list of jobs, items or similar need to be done. For example, switching some sort of status field from False to True or changing an option from a dropdown menu could be done with one click instead of ...

Hi There, Welcome to the Method Forums! The Grids in Method New are not able to be set as 'Editable' on the Grid object itself as it was in Classic. There were a few design/aethetic reasons for this, but we wanted to make the addition of items or records a little more robust overall (hence the new screens when adding Grid items in the ...

Hi all New to Method, so I'm probably asking a question that's been answered already, however, all the search results I'm getting are related to the Classic version of Method and it seems like things have changed. I'm trying to make a grid editable at the spot, meaning you click the field and you change it depending on the field ...