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I want to do a simple report or grid with the following columns: Customer name YTD sales Marketing expenses Marketing expenses as a % of YTD sales (a calculated field) Note that marketing expenses are a single item in the Items table (in the "Discounts" category). Anyway, we have some old Method report screens with ...

I want to set up a simple grid that shows a list of customers and the YTD sales for each. I also want a column that is 4% of the YTD sales. What's the best way to structure this? A screen based on the Customer table? Do I need to add a YTD sales column in the Customer table?

Some further context: My table is editable - does that matter? I made these fields "Read only", but I also tested them without the "read only" designation. Neither worked. This is extremely frustrating, since last time I logged in, 26 screens regenerated (I know, a separate issue). But it makes doing this by trial and error ...

Your example above is confusing: You recommend pulling the NextActivityDueDate from the Contacts table, matching the Customer RecordID that is in that particular row. Aren't those different entities? Contact RecordIDs are not the same as CustomerRecordIDs. Also, why do I need to retrieve a vfield/alue from a table when the field ...

I believe you did not understand my question. The stock Method CRM_LeadList screen has hyperlinks for thos fields, which are automatically generated fields in Method (I believe). They are hyperlinks, but I seen no SQL in the Advanced portion for those fields. How is it that they are hyperlinks. I am not a SQL expert but I can replicate SQL from ...

I am trying to replicate the hyperlink nature of the Last Activity and Next Activity values in the CRM_LeadList screen for my own screen, but I don't see anything in the SQL override area for those fields. Usually I have to add something in the SQL override portion of a field (ie. for an email field) in order to make it a hyperlink. I want ...

Thank you. Yes, buy the process of elimination detailed above, I went to the New Edit Lead screen (which was indeed a copy of the stock Edit Lead screen). I found the Show tab link action buried in the OnLoadAppearance actions and changed it. I had no idea that a specific action to show/hide a specific tab link would be buried in an ...

Never mind, I figured it out. It would have been nice to have some guidance on the issue instead of being stonewalled though. I could have saved a few hours.

There are 2 very simple actions, GoTo tab link and Show Tab Link, so I ran some tests: 1. Show Tab Link ONLY: I removed the GoToTabLink action. What happened was that the New Edit Lead screen was shown, which is what I want. Data is not populated yet because it needs the GoToTabLink action to do so. 2. GoToTabLink ONLY: I am taken to the New ...

I created a new "Leads List" tab in the Leads tab group that was based on the Customer table, as opposed to using the stock Method Leads List, which is based on the Contacts table. I also created a new "Edit" lead screen, because our current Edit Lead screen has severe issues that Method has been unable to explain or ...