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Hi mholden, There's a few ways you can get the "main" contact: Attach your grid to the Customer table, it only contains the main contact's info Attach your grid to the Contacts table, then filter it to only show records with field SpecialType equal to "Contact" The action you're looking for ...

Hi Meghan, We're currently looking into this issue. It is a priority for us and we'll keep you posted as we progress toward resolution. - Justin

Hi Mahlon, This should be resolved. Let us know if that's not the case. - Justin

Furthermore, you'll want to add a Refresh Grid action for the OnScreenLoad event after the Override Filter By Active Record ID action. The rest of the screen will load before your OnScreenLoad actions are triggered, meaning your Work Order grid will load up before the default filtering is overridden. Adding ...

Hi InstaDRY, You'll likely want to create a custom Work Order screen for your Portal, similar to the ContactsPortalQBO_Transactions screen. The difference here being that you'll be working with Work Orders instead of Transactions. Here are some things to keep in mind: Base your custom screen off of the ...

I know this is an old thread, but I am trying to do the same, and when I make the dropdown field all I have to choose from is the ID number. How do I get around this so I can show the name to the user and link the fields?

If I change the accounting version a screen is based on the required fields don’t seem to change. So on a customer screen if I change it to QBD, FirstName is still showing highlighted in pink as a required field. Should I just ignore that? How do I tell one screen to choose between 2 different forked screens? If I have a customer ...

Hello Beta Crew, Thanks for taking the time to explore Method:Beta. Here are this week’s updates. Summary Brand new feature for logging into Method:Beta using Google OAuth Fixed issues throughout Details and bug fixes Fixed issue where not selecting a contact would clear entity for activities (ticket #4977 ...

Hey Justin, Thank you!  This is exactly what I was looking for, and I was just not looking at the right fields.   I am having to tackle the wealth of customizaion requests from my company, and am learning this on the fly.  Besides the webinars and help files, do you have any additional sources of in-depth documentation on ...

Hi sbonner, You'll want to take a look at the actions for the Text Change event on the Customer:Job dropdown. Here's a screenshot: As you can see from the action list, the dropdown is configured to set Wait for Sync Approval to Yes for Customer Leads and No for Customers, once the text in the ...