Method Community

Great to hear you got it working! Cheers Jon

Thanks I figured out the problem though, it was a minor code typo I had missed and got it working fine.

Is there anything coming up for Documents in Method New, We use this very heavily within an opportunity for our prospects, and currently have to be logged into both versions, New to do all work, and Classic to see documents

I have several questions. 1. After a Sales tax rate is selected or otherwise autopopulated, how, or where is the Sales Tax Amount calculated? 2. Under the Save button is an action to retreive the Sales Tax Amount value from the table. If the Method Estimate is not set to sync with QuickBooks how does that value get in the table? 3. Why ...

Hi Adam. Never heard back from you on this? Stuart

Inder, I would love to talk with you about this on the phone.  I don't think there is anyway to do what you are suggesting. I have 4 tables.   1 - A Lesson Plan Table that has the descriptive information about the Lesson Plan.  2 - A Lesson Plan Activities file that has multiple records for each Lesson Plan that ...

Hello Stuart, Instead of using scripts which shows a particular workflow, why don't you use the table with most information as your master table and then link all the fields required on the report to that table. Once you do that, it will be supereasy to show those fields on report and it will show all the data from all the tables. the ...

Nevermind, I solved it myself. I didn't publish my customized screen. newbie mistake. It is so hard to find. Go to customized screen -> version->set status->live for all users->save

Please diregard this post. I figured out that either it didnt like the commas in the prices. This isn't a problem when uploading new items however.

Hello, I am trying to upload items to the ItemNonInventory table. The items I am uploading are currently in the table so I am selecting the checkbox to match on the RecordID field. The CSV file I am uploading has 3 columns (RecordId, SalesPrice, PurchaseCost). The data passes validation but then I get the following error for all ...