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So I setup for a Trial account (it's a holiday weekend) and I was curious on a couple of things.
I have Method Classic (Since Method New isn't available).
There are some video's that talk about mobile integration and clicking "mobile" when loggin in. Link ...
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Hi Mortaza - Fran!
Mortaza, I like the sound of what Fran is sugesting, so I created a field in contacts called DueDate, and added the following version of your SQL to the advanced section,
select Max(viewaccDueDate.TxnDate)
FROM viewaccDueDate
WHERE viewaccDueDate.Customer = viewContacts.Entity
But unforntunately, when I view the screen ...
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Hi Mortaza,
I have a request that is very close to this solution. Could you help me create a field for my contacts grid that will show me the total number of invoices. I intend to use this to be an easy way to see customers that have re-ordered.
Thank you in advance,
Ben
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Thank you very much, I have a problem though: when I rightclick a customer in order to customize it tells me this:
The value passed in the URL appears to have been altered. Please check the link that you used to access this page.
What do I do?
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Hey Greg,
Great point, I know in Method:Classic you were able to copy Action Sets across the whole account:
Which then would give you a list that looks like:
I am not seeing this option in Method:New -- I have put in a feature request with our development team.
I'll keep you posted on this thread.
-- Mortaza
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Hey guys,
Updating our Forum platform is on the roadmap, I don't have an ETA - but the upgrade will definitely be fully responsive and adaptive and will work “as-is” in any modern mobile device
-- Mortaza
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Hey Blake,
I'm not experiencing that behaviour on the stock SalesOrder screen. I took a quick little video here:
https://streamable.com/8ott
Please let me know if I am doing any action different than your explanation.
-- Mortaza
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Hey Mahlon,
I put in the feature request, I'll keep you posted here.
-- Mortaza
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Hey Mahlon,
Thanks for those screenshots. I was able to replicate the issue - created a ticket for the development team.
I'll update our thread when I hear back.
-- Mortaza
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