Method Community

Adam, Thank you so much for the help. I am editing a copy of the "ContactsPortalQBO_NewCase" screen which I have named "ContactsPortalQBO_(Accept/DeclineEstimate)." I do currently have an "Update Field In Table" action associated with the "Submit" Button.  However, I'm pretty sure I do not have ...

I'd like to have a grid showing all "Staff" accounts, their sales for the quarter-to-date before staff discounts, and then after staff discounts. I would also want 2 columns showing year-to-date before/after discount sales totals. There are 3 distinct discount line items (eg, Staff 5%, sStaff 10% and Staff 15%) that would ...

Thanks Naeem! Apprecaite your help! -Steve

Thank you Adam. I'll check the customization and follow  your advice in order to look up customers by customer type. That can help. Is there a way make it so that each rep only sees what I want them to see and not someone else's customers? I want each rep to have a base of customers that does not change unless I re-asign as ...

Hi Mark, I don't think there is currently a way to set a default number of follow up days in the Gadget. I actually assumed there was until I took a closer look. I'll forward this suggestion to the team. - Adam

Hi Nancy, There are a number of ways to achieve what you are looking for. My question first would be why does the rep need to change when they order from a different rep?  Could the rep simply just log the sales and change the rep for that sale only and not the customer itself? If you wish to create another field, you can use the ...

Hi L.Sheaffer, I would suggest creating a separate portal for your portal users to enter time tracking entries. To create a new portal, go to Customize > Portals and go through the portal wizard. If these are employees that are entering time, I would base the table on the Employees table (Step 3). Also create a new tab (Customize ...

To anyone following this, Taurusgardening was a Marathon Data Systems customer and were able to resolve this with a sync. - Adam

Greg, Thanks.  Pretty easy to replicate.  Do a Generate Report Action with the Filter condition set to Build Selection Appreciate the help. Stuart

Hi Steve, In step 1 of 6 in customizing a drop down, you can set the default value for it. You can also set the default filter to correspond to that, by editing the grid filter and changing the "default" use case. Apologies for the delay in getting back to you -- I dropped the ball on that one. Cheers, Naeem