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Last post 03-04-2014 12:35 PM by S_Shipper. 4 replies.
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  • 03-03-2014 2:31 PM



    I was wondering if I am able to add customized columns in the Customer/Invoice tab.  I have provided an image to show the area I am referring to (the red box).  In addition to the search columns already there I would like to add my own customized columns like "ship date".  Please let me know if this can be done.



  • 03-03-2014 2:50 PM In reply to

    Re: Customizing


    Yep this can be done. What you see is smply a grid. 

    John M

  • 03-03-2014 2:56 PM In reply to

    Re: Customizing

    That's good to know but I would like to know the process in which I can add to the grid.

  • 03-04-2014 8:32 AM In reply to

    Re: Customizing

        You can copy the screen and bring up the screen designer for the page.  (Either through right-clicking the page and selecting customizing and going through the steps or going to Customize -> Screens and using the copy function).  Find the Invoices grid on the left hand side of the screen.  It should be at the top.  Click 'Edit' on the grid and go to Step 2.  Here you can add fields.  Select Field, choose the field you want to add and click 'Insert Column'.  Save your work by clicking Finish on the pop-up and Publish on the screen designer.
        Check out our Help Center with customization videos.  You would be looking for the Introduction to the Customization Screen.

    - Greg

    Greg Bilous
    Community Support Specialist
    Method Integration
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400 ex.756
    Fax: 416.640.6027
  • 03-04-2014 12:35 PM In reply to

    Re: Customizing

    Excellent, worked like a charm.  Thank you for your help.

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