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  • Re: Dropdown confusion

    Thanks. When I created the table for the dropdown list, why did it automatically create an integer field called Record_ID?
    Posted to Method:Donor (Forum) by baytonemus on 08-26-2015
  • Dropdown confusion

    Had my 1 hour free customization tutorial this morning. Most of that was conducted in Method CRM, but&nbsp;I&#39;m primarily using Method:Donor. I&#39;ve been trying to populate a dropdown menu with a list of values and am striking out.&nbsp;It appears to me that in CRM this is done in the screen designer by creating default text/values. In Donor, ...
    Posted to Method:Donor (Forum) by baytonemus on 08-25-2015
  • Re: Sort order for customer list?

    Have new LastName-sorted screen created. However, when I go to manage apps&gt;contacts&gt;configure and attempt to change the &quot;starting screen&quot; to my newly-created screen I get this error: You are not the Author of this App! This Shared Application: Contacts cannot be modified by Users that have not published it. Contact the ...
    Posted to Method:Donor (Forum) by baytonemus on 07-16-2015
  • Re: Sort order for customer list?

    OK, I &nbsp;went through all of the steps you described. Thanks. However, I&#39;m not sure why we never got back to a LastName Customer sort. Should I be going through the previous process you outlined for the customer list again now that I&#39;ve completed these adaptation to the Donations list?
    Posted to Method:Donor (Forum) by baytonemus on 07-15-2015
  • Re: Sort order for customer list?

    &lt;quote&gt;Hello, You can change the default Filter/View for any Grid object on screen. &gt; Customize the List screen&nbsp;and click on the Grid object. &gt; To the right click on Filters &amp; Views &gt; Click on Grid Views &gt; + Add another view Set it as default&nbsp;and&nbsp;you can set the Sorting&nbsp;there Asc/Desc ...
    Posted to Method:Donor (Forum) by baytonemus on 07-15-2015
  • Re: Campaigns in New version?

    So is New in beta?
    Posted to Method:Donor (Forum) by baytonemus on 07-15-2015
  • Campaigns in New version?

    I&#39;ve worked just a little in the Classic version. Are &quot;Campaigns&quot; not a feature of the New version? Am I missing that somewhere?
    Posted to Method:Donor (Forum) by baytonemus on 07-14-2015
  • Sort order for customer list?

    Brand new user here trying to get up to speed. I&#39;m not sure what to make of the fact that there is only one post (from over a month ago) in this forum. Apparently the &quot;New&quot; version really is new! Is it possible to have LastName be the sort field rather than Name? I&#39;d like to view customers in alphabetical order of&nbsp;last ...
    Posted to Method:Donor (Forum) by baytonemus on 07-14-2015
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