Method Community

perfect! That's what I needed.

Thanks for all your help! I pulled from Simple Estimate to create a purchase order report. I just did the save as from Simple Estimate and went at it. Funny thing is the simple estimate report doesn't give two pages. I haven't tried the report from scratch but can if you don't find anything. Just trying to gain efficiencies by using ...

Hey Phillip, As long as you have a field on the table for the information your importing, then I don’t see any problems that you would have. Also make sure those fields exist on the Excel API. As long as you have all that in order, you should be fine.  

Our client will be giving access to the customer portal to his customer Alpha. Customer Alpha will have somewhere between 5 and 20 users who will need separate logins but will be seeing the same customer data. Do we need to build a separate login access table so method will allow access or is something already in place for this? Any guidance ...

If I'm going to load a new database (with some fields that are calculated), is there any linking that I'll need to do? I found where I can add/modify tables and fields. These will be preventative maintenance items that we'll need to view from my client's home screen and from their customer portal screen. There will be new ...

Hey Stephanie,  Have you made any changes to this page? When I use the screen it works fine. The message about saving the screen before adding a line item is normal. A Work Order is an Activity, and you must save the Activity before you can add line items to it. By clicking Save you should eliminate this, this screen works like this by ...

 Hey Phillip, If you create a new report from scratch do you still get this? Sounds like one of your fields is populating with blank spaces and pushing to the next page. What report did you borrow from? After I figure this out I can try to recreate the page.  

 Hi Stephanie, Have you made any changes to the screen? Please let me know what steps you took in the estimate before you clicked on the 'Create / Go to Work Order' link. This way I can try to replicate what you are experiencing on my end. I just tried this out on my end and it worked. On the Estimate screen under the Field ...

 Hi Greg, In order to add additional datasets, there has to be some sort of unique reference to the Master Table and then you select the additional dataset from the detail table dropdown below.  So for example, if Customer is your Master table then your CartInfo table need to have some sort of unique reference such as Full Name of the ...

 I am trying to create a work order from an estimate using the 'Create / Go to Work Order' link just to the right of the Activity No. field. When I click on the link I get an error message: The value 'Work Order' was not a valid dropdown list value for 'ActivityTypeRef'. Additional Information Action ...