Method Community

Has anyone had a chance to look into this?

Hi JameQ, This is possible. In Method there is a Character Function action that has the ability to concatonate to text values together, you can place this action on the Lose Focus event of the Name field so that once the field is populated and the user navigates away from it, it combines the values and then you can place that new value on a field ...

Hi Matt, You would need to add a grid to the screen and make that grid reference the PropertyInformation table. If in the property information table you have a drop down the references the customer table then you can add it as an attached grid, otherwise you will have to add it as a detached grid. We have a webinar HERE on Grid objects. -Michael

Say my customer company names are Alpha, Beta, etc.  I have opportunities that come in.  So, maybe I am going to dig a ditch through a field for Alpha.  I will call the opportunity Ditch Through Field.  Once that Opportunity has been named, I want a field (perhaps called Full Opportunity Name)  to automatically be updated ...

I created a custom table and called it "PropertyInformation"  I want it to show on the "Customers" screen along side of the fields: Address Info, Additional Info, Payment & Job Info, Transactions, Activities & Work Orders fields.  How do I do that?

It works now. Thx

 Victor, No luck.....I also had the "Assign QuickBooks categories" activated.  I thought maybe this was causing the problem.  I've inactivated this feature and I'm still getting the same result.  :/

Hi Marti, Can you try to do the following and then tell me if it helps: 1. Click Method Setup icon 2. Under Method Account Settings Tab enter your information and click "Save" 3. Under Appointment Details Tab enter all appropriate information and click "Save Sync Settings" 4. Click Exit 5. Select a single appointment and ...

samleung- In that same screen where it lists the tab link, in the Open Screen drop down select CRM_ EditCustomer and for the tab link name enter Edit Customer and click Add Tab Link once it is added uncheck Show. Test the Go To and let me know if it works now. -Michael

I couldn't find "edit customer"