Method Community

Hi Sandy, By default there are 3 columns displayed under the Item dropdown: ParentFullName, ItemType, and SalesDesc. All of the columns are searched when text is entered into the dropdown, but you could remove the description field SalesDesc if you don't want that to be searchable. To do this, open up the screen you are using (as a ...

Hi Sandy,  This is definately possible with some customization. To start, you would need to determine on which action the Purchase Order would be created. You could do this on the save action, and then then either set a new Yes/No field if the Purchase Order should only be created once, or you could set a new dropdown ...

Hello Bradley,    I checked it out and I am not getting the lose focus to work on a textbox that is set as an HTML editor.  I'm not sure why it is not working.  I'll put in a ticket for development to take a look.     In the end, you do have to explicitly save the information to a field on the ...

Hello Brenda,    This looks like the same post in the partner forums.  Please refer to the other post for my response.  I just realized the post is in the partner forums which general users don't have access to.  Once we have an answer I can post back here for everyone's advantage. Thanks,   Greg

Hello Joseph,      We have had requests come in for an Outlook plugin for Macs.  Presently, I am not aware of any plans for developing one and don't have an ETA if one will be done.  The forums are the place to make the requests.   Also, we do the the Google Gadget available for Gmail accounts. Have a ...

Hello Michele,      You would not be able to change a text field to a numeric field.  Two options come to mind.     1. Do an import update.  Create your new field on the target table.  Export the RecordID and one other field that you can use as a unique reference field.  Copy and paste the ...

When you click on the item drop down field on a sales order and begin typing the item you are looking for, is there any way to tell Method to only filter from the Item name and not from the Description field as well?  For example if youa are searching for item "DR148" and there is another item called "1485 " but in ...

Is there a way to link the sales order created in Method to auto create a Purchase Order in Method to a preferred vendor as it is done in QuickBooks?  I have done a little customization but I don't know how complicated this would be to set this up in Method.  Thanks for any help you can give me.----Sandy

I would like to be able to restrict one group of users to only assign new cases with one status type and one request type (already defaulted) to another smaller group of users? How do I accomplish this? I also want to take away this groups ability to edit cases. Ex: sales_reps would assign new unapproved tickets to my customer service reps adding ...

Thanks for your response.