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Adding fields and populating them

Last post 12-12-2012 10:08 AM by Method_Adam. 2 replies.
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  • 12-11-2012 2:36 PM

    Adding fields and populating them

    How can I get the address and phone number of my clients to populate on to my work order?

  • 12-11-2012 4:56 PM In reply to

    Re: Adding fields and populating them

    Are you referring to the Add/Edit Work order screen?  Those fields should be available to drag and drop onto the screen.

    - Adam

    Adam Lyons
    Manager of Support
    Method Integration
    a.lyons@method.me
  • 12-12-2012 10:08 AM In reply to

    Re: Adding fields and populating them

    Answer

    Bill sent this in via email:

    Hi Adam,
    Adding the field is not a problem. Getting them to auto fill with the information is the questions. 

    D
    oes this program have the ability to auto fill in the address and phone numbers of the client on a work order?

    Or does that information have to be added manually

    Bill

    Bill, 

    This program definitely can autofill addresses and phone numbers.  Take a look at the actions on the invoice screen, Customer dropdown box.  You'll see many instances of Retrieve Value from Table.  These actions get values from a table (customer table) and put them into a field on the screen.  You will need these same actions on your custom work order screen.

    - Adam

    Adam Lyons
    Manager of Support
    Method Integration
    a.lyons@method.me
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