Method Community

Hi Trish, You need to match the correct contact using the Entity field on the Contacts table. This is a dropdown of the FullName field from the Customer table. I did mention this in one of my previous replies. Please be sure to read my instructions carefully, as mistakes in customization can easily lead to data corruption. --Audisho

Hi Trish, The primary contact will have a value of “Contact” in the SpecialType field. Secondary contacts will have a value of “AltContact” and Method-only contacts will have a blank value. I hope this helps. --Audisho

Hi Praveen, In order to add a custom field to the EstimateLine grid, you’ll need to first add it to the EstimateLine table. You can do so by navigating to Customize > Tables / Fields, locating the EstimateLine table and selecting the Edit Fields… link. Once you’ve added the field to the table, it will be available in the ...

Hi Mike, You can accomplish both of these scenarios by adding a DocumentLibrary grid to the preferred portal screen. You can use the session value for Portal - Entity to filter for only documents related to the customer who is logged into the portal. If you’d like to make a few documents available to everyone, I’d suggest adding a ...

Hi Praveen, Any field that you do not want to allow editing to take place on the grid you can set as read-only. Just select the Advanced options for the field and check the Make Read Only box. The field can still be updated by screen actions, but the user will be unable to change the value. I hope this helps. --Audisho

Hi Sixtel, The quickest way to move an action is by modifying the action number to the left. This will insert the action into the action order based on the number and move the rest of the actions up or down to accommodate this. I hope this helps. --Audisho

Hi Sixtel, If a screen has already been loaded, changing the screen’s active Record ID will not reset the screen to its original load state. You’ll need to reset the state manually via an action set. You can do this in the OnScreenLoad event, or on the Back / Close buttons of the screen when you navigate away from the record. I hope ...

Hi Praveen, Welcome to the Method forum! The Amount field is already used to display quantity * rate. What is it that you’re trying to accomplish here? --Audisho

Hi Trish, The linking of the fields between the Customer and the Primary Contact is done on the backend to conform with QuickBooks rules. You can replicate this behaviour in Method at the screen level for custom fields, but it requires more work. You would need to add this logic to the save button on the New Customer, Edit Customer and Add / ...

Hi Rick, It’s difficult for me to visualize the issue that you’re having here. Do you think you could include a screenshot for me? If you have any trouble attaching it to the post, feel free to send it to me in an email. This is also a customization that I know our professional services team is familiar with. If you’d like to ...