Method Community

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 ...

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

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?

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

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

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

Hey Mahlon, I put in the feature request, I'll keep you posted here. -- Mortaza

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

You'll need to add the field to the Edit Contact screen to be able to save that selection to the Contact record. That's why it's not showing up on the View Contact screen. The problem with adding it to just the New Contact screen the save button is not saving that selection to the Contact record. If you Edit the Grid on Contact List ...