Method Community

Hello, When creating estimates we have a problem because the sales description in the Item drop-down list gets truncated and the user can't see the full description. Many of our items have an identifier at the end of the description indicating if the tem is discounted or if it is a promo item. This causes the user to have to add the item ...

Hello, Is there any way to setup a default value for the "Assigned To" field in the Outlook plugin? It currently defaults to the username that you use to login to your method account. This requires manually changing this field every time. Wouldn't it make more sense if you could set a default employee for that field? Regards, Aaron ...

Please diregard this post. I figured out that either it didnt like the commas in the prices. This isn't a problem when uploading new items however.

Hello, I am trying to upload items to the ItemNonInventory table. The items I am uploading are currently in the table so I am selecting the checkbox to match on the RecordID field. The CSV file I am uploading has 3 columns (RecordId, SalesPrice, PurchaseCost). The data passes validation but then I get the following error for all ...

Here is another great resource to implement this. I will be willing to beta test if you wish. https://github.com/davidjbradshaw/iframe-resizer

Hello, I am finally getting around to implementing the customer portal on out site. I have a secure site so I want to use the iframe option. The problem is that the iframe doesn't dynamically re-size according to the content which result in either scroll bars or way too much whitespace to start (if I hard code in the height). Both of these ...

Hello, I would like to add a chart to the opportunities dashboard that displays the sum of the ExpectedRevenue field for opportunities closed in the previous 30 days by user. I made a copy of the graph used to display the pipeline by user to modify. I added a field to the Opportunities table called "ClosedDate" that stores the ...

I was wrong...there was in fact a script being applied to the field in order to calculate the price of the item. The formatting was hard coded into the script. I updated the format to "c" in the script which is the standard format for currency and it works fine now. I will paste the line below in case others find it helpful. Sorry for ...

Hello, Today we noticed that our customer estimate report was showing the price for one of the line items as $641.66333. The other line items all were displayed correclty with 2 decimal places but all of these ended in 00 (such as $1100.00). I thought it had to do with the formatting in the report design, but the format for the field is set ...

I know how to build the selection list. My question is once the selection list is built, how do you loop through the values in the selection list one by one and do "some action" on each of the items. --Aaron