Method Community

Well, it would be good to know both. But for now, let's just consider the case of the same documents for all users.

Hi Sixtel, If a screen has already been loaded, changing the screen’s active Record ID will not reset the screen to its original load state. You’ll need to reset the state manually via an action set. You can do this in the OnScreenLoad event, or on the Back / Close buttons of the screen when you navigate away from the record. I hope ...

Hi Praveen, Welcome to the Method forum! The Amount field is already used to display quantity * rate. What is it that you’re trying to accomplish here? --Audisho

Hi Trish, The linking of the fields between the Customer and the Primary Contact is done on the backend to conform with QuickBooks rules. You can replicate this behaviour in Method at the screen level for custom fields, but it requires more work. You would need to add this logic to the save button on the New Customer, Edit Customer and Add / ...

Hi Rick, It’s difficult for me to visualize the issue that you’re having here. Do you think you could include a screenshot for me? If you have any trouble attaching it to the post, feel free to send it to me in an email. This is also a customization that I know our professional services team is familiar with. If you’d like to ...

Hi Bshall, If you enter the screen designer on a stock screen, you will be prompted to either enter read-only mode or create a copy for customization. Just like in classic, customization cannot be performed on stock screens. You must first create a copy and re-direct to it. Our documentation on Method New customization is a lot more extensive ...

Hi Mike, Are these going to be the same documents for all customers or are they customer specific (i.e. the customer will access their own version of the document)? --Audisho

Hello! Does anyone know if the edit customer screen does not fully refresh after I save and close it and open up a new customer edit screen? I am having some trouble with getting things to show/hide based on true and false flags. I actually remade the entire screen that I had already customized and set up a bunch of debugging messages and ...

We want to make some customization on Grid Wizard for Estimate Line for that we tried to follow these steps: We have copied Quickbook_Estimate page. We went to Estimate Line and clicked on Edit. Now we saw the Grid Wizard page.       4.Here we want to apply a logic of Total Quantity *Unit price($83)=Total Amount. So ...

Please bear with me, I am coming to this project midway through finishing someone elses work. Currently my customer record has fields for the customer's first name, last name, email, phone number, and alt phone number. I use the phone number for home phone number, and alt phone number for mobile phone number. When I save the customer record, ...