Method Community

Hey, You can make them sub-customers. To make them sub-customers, go into their profile and on the bottom of Additional Info you will have a checkbox 'This customer is a sub-customer?' check that and it will let you choose a Customer to link to. If you still needed to add the distributors you can also do ...

Is it possible to link customers to specific distributors and then sort and report out by distributors? We are a food manufacturer and all of our customers use distributors, although we sell directly to customers. 

Hey Conner, You can definitely do that.  Customize the New Activity screen (popup from EditCustomer) and move to step 5 of the Contact dropdown. Add a Filter: Remember to keep the Activites > New Activity stock and only relink the New Activity from EditCustomer screen to the customized New Activity screen. - ...

Hi ghawton, Sorry that I missed your previous request for an update on this. Unfortunately, I don’t have an update on the ticket at this time. I’ll raise it again and see if I can get you an update shortly. Are you positive that you were able to save email addresses in this format in Method previously? I don’t recall seeing any ...

Any updates?  How can a change that was improperly thought out, and is impacting I'm sure more users than me, not be reverted easily and quickly.

Hey Mortaza, The problem with doing it this way is that it no longer associates the activity to a specfic customer and can only be found in the general activites list. I have also noticed that in the new activity screen it will populate the contact field with the first contact available for the customer, but if you choose the dropdown to select ...

Here you go: byte[] image = null; FileStream fs = new FileStream("rocket16.png", FileMode.Open, FileAccess.Read); BinaryReader br = new BinaryReader(fs); long numBytes = new FileInfo("rocket16.png").Length; image = br.ReadBytes((int)numBytes); 　 ACMGSyncMethodToWebSite.MethodCRM.ServiceSoapClient ...

Hey Mike, That won't be possible because we can't set Events to the Grid. Let's say the User tabs into the next column, there is no way for us to catch if he did that within the Grid. If you wanted to use fields to capture the Users inputs (Item Name) we can capture the event on a Lose Focus but then we can't ...

Hey Conner, The most efficient solution for that would be to utilize the Clear/New option under 'More...'  That will clear the reference point from the prior EditCustomer screen. Just clearing out the dropdown for Contact will not remove the RecordID it's pointing to. - Mortaza

Not really - it's a series of grids. I was wondering if you could highlight a cell in a particular row (eg. the Name field for a particular item ordered) where the Quantity selected exceeds current inventory. It's not a critical thing, and I have tested what you suggested above - changing colours for buttons on the screen. That ...