Method Community

I want to add 6 custom fields to the vendor screen some of which will be free text and some of which will be drop down lists.  Can you walk me through all of the steps I need to take to accomplish this? For example I want to add a field called "Supplier Classification" to the vendor tab so that every time I create a new vendor or ...

Hi dePIXion, Yes....as long as the multitienant user has api access granted, they should be able to do everything a non-multitenant user with api access does. Dave

Does the Method API  support Multi-Tenancy accounts?

Hi grdmunoz, You could use a Basic Math Calculation action within your loop that will update your DisplayLine field and add one to each selected record. There are a bunch of options depending on what you're trying to do, but below I set up an action set that updates my custom PlusOneNumber field. It ...

Hi Scottaskinosie, You are partially correct here, the issue is each of the screens you mentioned are based off different tables.  The CustomerList screen is based off the Contacts table, however the EditCustomer Screen is actually based off the Customer Table.  That being said, both tables have a "Notes" field, but there is ...

I have the need to order items differently in a grid. I created a field, displalLIne for the table the grid uses. I have the sorting set to use the displayLine to reorder the grid if I change the numbers in the display line, that part works great. My problem is that I am not able to add successive numbers to the rows when I loop through them. ...

I used the customize tab to add the notes field to both the customer list tab and edit customer tab. I thought that when you add a note to the edit customer tab it would show up in the notes field on the customer list screen for easy reference, however, no notes appear in the notes field on the customer list screen. Is there perhaps a step that I ...

Thank you

Hi Eric, You did come to the right place to ask your question, however based on the information you have given it is a little hard to say for sure that we can accomodate for what you are looking for.  In terms of screen customization, from what you mentioned, I believe it would be possible to customize the screens as you are requesting. ...

I work for a powder coating company and we are looking into method crm. I was wondering if Method CRM custom screens have the capability to work as a job scheduler. We have a conveyor that runs at a certain speed and we paint parts for customers. We currently use Google sheets but it requires double data entry and there is ...