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  • Re: Hide Markup Information

    Instead of removing the fields from the Grid, go to Advanced options on Step 2 of 9 for those fields&nbsp;and check Hidden when screen first loads? That should hide the fields on screen.&nbsp; Try that and let me know if that works for you. - Mortaza
    Posted to Method:Classic General Q&A (Forum) by Method_Morty on 07-16-2015
  • Re: Hide Markup Information

    After looking at that thread and a few others, I am still confused as to what the best practice is to hide these fields.&nbsp;In this thread&nbsp;https://www.method.me/cs/forums/t/7040.aspx&nbsp; the guy says to remove them from the grid. But you and others have said removing them will change the amounts. What should I do so it can be hidden from ...
    Posted to Method:Classic General Q&A (Forum) by cdrryan on 07-16-2015
  • Re: Hide Markup Information

    Hey, It will affect what the Amount for your LineItems will be. The Amount column is a calculated field that uses those columns to display the final amount. Please take a look at THIS thread&nbsp;for more information. - Mortaza
    Posted to Method:Classic General Q&A (Forum) by Method_Morty on 07-16-2015
  • Changing the cell colour for certain rows in a grid

    Let&#39;s say I have a grid that is a customer order form (using the Method Customer Portal) When someone selects a quantity of a certain item to order, I already have a series of actions linked to &quot;Lose Focus&quot; that adds that number of items to a grid. However, let&#39;s say I wanted to add actions where if the quantity typed in exceeds ...
    Posted to Method:Classic General Q&A (Forum) by MikeB on 07-16-2015
  • Hide Markup Information

    I noticed that once my sales people save a estimate or sales order it shows Cost, %, Markup, Markup %. If I go into the customization of the screen and remove these columns, will it just not show them or will it affect my items/data?
    Posted to Method:Classic General Q&A (Forum) by cdrryan on 07-16-2015
  • Re: Sort order for customer list?

    Have new LastName-sorted screen created. However, when I go to manage apps&gt;contacts&gt;configure and attempt to change the &quot;starting screen&quot; to my newly-created screen I get this error: You are not the Author of this App! This Shared Application: Contacts cannot be modified by Users that have not published it. Contact the ...
    Posted to Method:Donor (Forum) by baytonemus on 07-16-2015
  • Re: Pointing to custom sheets For Portals

    Hey, If you wanted to change which screens the Tablinks open,&nbsp;headover to Customize &gt; Tabs &gt; Contacts Portal &gt; Edit Tab Links In there you can change the &#39;Opens Screen&#39; to the customized one you have created.&nbsp; If you follow these steps and still need assistance, please give us a call on the Method support line at ...
    Posted to Method:Classic General Q&A (Forum) by Method_Morty on 07-16-2015
  • Re: Pointing to custom sheets For Portals

    Hi Mortaza, I may be being a bit slow here,&nbsp; I made a copy of the two screens I want to change, one of which is the ContactsPortal_Home page (my version is ContactsPortal_Home(2)), then edited the copies. I tried to create a new portal that points to my new portal hompage so that I can&nbsp;get the URL as you suggest, but I cannot see any ...
    Posted to Method:Classic General Q&A (Forum) by Pioneer_Feed on 07-16-2015
  • Re: Pointing to custom sheets For Portals

    Hi, If your Customers access the Portal link from your website you can&nbsp;update the link you have currently&nbsp;to the one that is given&nbsp;to by navigating to: Customize -&gt; Portals -&gt; Get sign-in page web address... (on the new Portal you created) Copy the URL that is provided.&nbsp; Or if&nbsp;they come from an Email that is ...
    Posted to Method:Classic General Q&A (Forum) by Method_Morty on 07-16-2015
  • Pointing to custom sheets For Portals

    I have made a slightly customised version of the Customer Portal sheets, tailored to our company, but I cannot see how to point the portal to this version instead of the default one. (If this is possible of course!)
    Posted to Method:Classic General Q&A (Forum) by Pioneer_Feed on 07-16-2015
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