Method Community

Hi Conner, My apologies, I had apparently previously added the Customer field to the SalesOrderLine table on my test account and was assuming that it was there by default. Yes, you will need to add the Customer field to the SalesOrderLine table as a linked field via the SalesOrder table. The Customer field on the SalesOrder table is a dropdown of ...

When I am setting up the filter so that the grid only shows the current customers information, do I need to add 'customer" and or "full name" linked fields to the salesorderline table?

Awesome! Thank you again for all your help, it is much appreciated. Conner

Hi Conner, Absolutely! Just add the TxnDate to the SalesOrderLine table as a linked field via the SalesOrder table. After you add it to the table, it will be available for you to add to your grid. I hope this helps. -Audisho

Thank you for your reply. I was in the process of building the grid, but could not find a date field to include. I want to not only be able to see what items/qty was purchased, but also when. Do you know how I would go about doing this? Thank you, Conner

Hi Kelly, There is no Last Invoice Date field on the stock Customer and Contacts List screen. Are you perhaps referring to the Last Activity and Next Activity fields? If so, these fields are special Method fields and cannot be modified in any way. If you do see a Last Invoice Date field on your screen, then it was created via customization. ...

Hi - How does this field populate? Can I change this field manually? This is the one under the Customer Contact list screens

Hi all, I have been developing several 'apps' that use the API.  One of the 'tools' I have built dumps the table and field information for all tables / fields in a specific (customer's) database.  I attempted to run this on my TemplateStevenBlaustein account and frequently (several tables both standard Method tables ...

Hi Conner, You can definitely accomplish this, but the Transaction grid / table isn’t the way to go, as it doesn’t list item names or descriptions. You’ll need to add your own grid to the screen and if you want it to list items from sales orders, then use SalesOrderLine as the base table. Unfortunately, the SalesOrderLine table ...

I am currently in the process of setting up Method for our company, and am now at the stage of figuring out the best way to track which of our products the customer currently has (since this information determines service/future purchases etc). It seems that the transaction tab could give some insight into this, but the grid only shows the ...