Method Community

MikeB, Sorry, maybe I wasn't fully clear, yes you can only use a specific date, manually entered in this field.  If you want to use action results/shared results, you would need to use the action "Enter Value into Field on Screen, just use the "Action Result" option instead of the 'Type In' option, ...

Hi MikeB, I believe you are referring to the "Default Value" option on Step 1of5 for the "datepicker" properties, however you are correct this is where you would manually input the value you want. I provided a screenshot below of the how I filled mine out, I tested it after, as soon as I load this screen, the date ...

Hi Michele, Just to clear this up, the February release is essentially a temporary updated version of our main site, when we have bug fixes or new features we introduce it in a 'stage' release.  Once we have confirmation that there are no issues with this new version, it will then replace the October Release and the option ...

Hi Wildlifremoval, First off, I am glad you were able to get your portal transaction screen to work correctly now, that's great.  In regards to this last issue with the blank transactions from the portal, is this still happening for you? I just logged into your portal with the credentials you posted the other day, I don't seem ...

Hi Wildliferemoval, I just wanted to give you a heads up that I removed the email and portal link you provided in your last post.  I am sure there is nothing wrong with putting it there, but we try not to leave any account specific info in the forums.   I did however copy the details to my own computer, and I will take a quick peek to ...

Hi WildlifeRemoval, Here are my results below, I am sorry I didn't get back to you last Friday, I was sick. First, I had to go to Customize->Tables/Fields, then I selected "Edit Fields.." for the "Transaction" table.  In the Transaction table I choose the option for "Add a Linked Field", I choose ...

Hi Wildliferemoval, I did some work with your request in my own account this afternoon, I believe I have figured out a way for you to hide your Inactive Estimates.  Unfortunately, I have run out of time to complete my instrutions on how you can do this.  I will respond to this forum thread tomorrow with my explanation then. -Ben

Hi JWS, Finally got it! There's only one way I can think of doing this. You could set up another field in the InvoiceLine table called "user" that defaults to, say, "everyone". Then, create seperate list items for any item you want multiple prices for ... i.e create "Service Call" for $5, "Service Call ...

Hello MindyMcCasland and welcome to the Method Forums, I believe there would be a couple of ways to do this, I will do my best to give you some of these possibilities.  Would I be correct to assume that you are technically looking to filter out the last invoice created for each Customer?  If this is the case, I can think ...

Hi JWS, Thanks for the message. Just wanted to let you know I'm working on figuring out a way to do this, and I'll get back to you once I've got it.