Method Community

The refresh comment could merely be my lack of know-how with the grids. Which is why my only question right now is the same as my original goal/post. 1) After dragging a new grid onto the screen, how can i set it up so that it will pull from my custom table. 2) What steps/actions are needed to cause the grid to show a list of contacts (from my ...

Hey Joe, I am looking into the detached grid not working with the Refresh Grid action. I will post an update as soon as I have one. If you have any other questions please post them.

Hey Ryan, How is the grids & actions info comeing along? I'm at a bit of a customization stand still. I'm very dedicated to learning new material and do my best to teach myself what I can, but this is definitely an area that requires detailed documentation / assistance. Looking forward to your next post. Thx, ~Joe

Ok. So it seems that creating a relationship via a dropdown to a unique value in the corresponding table allows me to select any item from that field through the dropdown. I would assume making sure that the dropdown field cannot contain typed-in values not listed in the related table will require validation rules set on the field. As for the ...

 Hey Joe, Welcome to the forums!! Let's get these questions answered for you, we will start with creating a relationship between 2 tables. If you want to display information from 1 table on another table, you need to create a relationship between those 2 tables. In order to do this you can open up your contacts table, create a drop menu ...

Amanda, Thank you for replying. Yes we do an auto back-up in the early AM hours. Being able to pause the engine would be nice. One less thing to think about. I'll wait to here from you. Jim

Thanks! Still throws the yellow box warning...payment not ready to be sent to QB. ???

Perfect explanation Danny.   Thank you very much.   I did take a look at the code in the macro.  It is looking for the headers as the variables and the fields below the headers as the data until it reaches an empty field.  I still need to identify how it maps to the fields in the Opportunity Pipeline, or if the import ...

Hello. My Goal: To create a relationship between the method Customer table and my custom Contacts table, such that, a grid added to the  tab in the "Customer List" edit screen will display all contacts (from my Contacts table) that have the same CustomerName field value as the current customer selected via the default ...

 Hello, No, we have not added any more credit card processors yet. We will make an announcement about this when we expand this.