Search results by user ID 6187

Row Height Adjustment for Screen display of a Table

Dan A. — Sat, 26 Apr 2014 15:46:03 GMT

I've created a screen to display a table uploaded into Method. I've been able to adjust everything in the screen display to make the table display as we wish with one exception. This exception is that I'd like to increase the height of the rows as we have a couple of columns with more than two lines of text. I've tried making adjustments everywhere I can find to do this, but it never changes the displayed height of the row. How can I make this row height adjustment? Thanks!

Dan A.

Modifying and Importing Field Into a Screen?

Dan A. — Wed, 12 Feb 2014 19:03:18 GMT

Given the very large number of clients we service, we use a system of short codes we call "CustCode" in place. Most typically, these are 3 to 5 letter identifiers, similar to what you might expect for the 3 letter identifiers used for airports. Rather than type in a full customer name, we will type in the short CustCode to pull up a customer file from the customer list in our various programs and file folders.

I've now got the CustCode set up in the Customer table so that we can use it in Method and it displays perfectly in the Customer screen. However, when trying to set it up in the Sales Order screen, I can get the field to show but I can't get it to allow me to set up the type field I wish, nor can I get it to pull data from the Customer table even though I've made that assignment.

Specifically, in the Customer table, the field is simply a text field that allows entry, search, and display of the CustCode. However, in the Sales Order table, I've tried to set it up as a dropdown field to allow scrolling down and clicking (or typing in) the CustCode to then pull the information and display the customer information from the Customer table. While I can get the field to show up in the Sales Order screen, it is not displaying as a dropdown field as this field is set up in the Sales Order table nor can I get it to display any of the information from the Customer table.

Ideally, I'd like to model the CustCode field after the Customer Job* field, so we can use either field as a drop down to then populate the Sales Order screen. Can someone please share with me the steps I need to follow to get this set up to work correctly?

Thanks in advance for any help that can be provided.

Dan

Re: Setting customized customer pricing?

Dan A. — Sat, 21 Dec 2013 20:44:22 GMT

Thanks Adam! We'll see how it goes.....

Happy holidays!

Dan

Re: Setting customized customer pricing?

Dan A. — Fri, 20 Dec 2013 19:13:35 GMT

Hi Adam,

From what I'm reading, I believe you've fully got it now! :) The one final part to this is that we'll be able to add / update or remove the selected services a customer chooses to use in the customer edit or new screens; and while the prices for those services will display, only the designated user(s) with permission will be able to edit the prices.

So now -- as a fairly new client to Method and still learning about all the amazing capabilities of Method customizations -- how (and where) would you best recommend I go about setting this up?

Thanks so much!

Dan

Re: Setting customized customer pricing?

Dan A. — Thu, 19 Dec 2013 22:06:33 GMT

Hi Adam,

We'd like the actual rate / price to be able to be seen when viewing a chosen customer's information. (Most likely I can do this by adding a column for the specific field to the grid.)

Your second statement in the second paragraph is exactly where I'm going with this as I'm trying to understand what is the best way to do this? Yes, I have a table that lists each of the different types of services and I desire to show in the customer's information screen a list of each of the different services that customer uses from us, (through a selection process from either the edit or new customer grid) along with the correct rate / price for them. What I've not figured out is whether I will have to recreate the table for each of the 700+ customers (hopefully not!) or if we can use a common table but with different rate / price, as appropriate, for the customers who don't fit perfectly within the set "levels" of pricing?

Thanks for any help and guidance you can provide with this?

Best,

Dan

Re: Hiding Part of the Grid?

Dan A. — Wed, 18 Dec 2013 23:12:16 GMT

Thanks Stephen and thanks Adam! :)

Both ideas make sense and are logical. However, I believe Adam's idea is more along the lines of which I was thinking so I'll give that one a shot first. Thanks so much guys -- I learn more and more about the great capabilities of Method every day!

Best,

Dan

Re: Bolding of one column data in a screen display?

Dan A. — Wed, 18 Dec 2013 23:08:01 GMT

Thanks Ben, I think I've got it now! I'll give it a shot and get back with you should I have any further difficulties.

Thanks so much!

Dan

Re: Setting customized customer pricing?

Dan A. — Wed, 18 Dec 2013 23:03:37 GMT

Thanks Adam, I've now found and printed out the Price Levels information to which you referred in your response. That's a big help and will manage the majority of our 700+ customers. However, we still have a few that have very special pricing, such as our "founding clients", or those who came on board with us when we first started our business. To confirm, if I understand correctly, for these very special clients we can then go to the CustomPrice field and where the Item field equals the InvoiceLineItems:Items value, we can then enter into the actual Rate field into the Grid and then enter the actual value (price) for that customer without affecting the other customers at that price level?

Regarding the second part of the question, we get numerous phone inquiries from our customers to many of our Method users regarding their pricing for the different types of services (items) we provide them. Thus, our users need to be able to pull up a customer screen quickly with the price list for each of that customer's services (items). As I'm new to Method, perhaps there is a better way for them to be able to see these customized prices for each of our customers?

Thanks so much Adam!

Best,

Dan

Setting customized customer pricing?

Dan A. — Wed, 18 Dec 2013 16:58:17 GMT

Many of our customers have different negotiated prices for our different types of service offerings. While the basic table would be the same for all customers, what is the best way to set up Method so that the prices within the customer pricing table could be different for each customer? Also, not all customers use all the types of services, so only the services used by a particular customer need to have their prices displayed in that customer's screen information. What would be the best way to set this up as well? Checkboxes?

Thanks in advance for any help and suggestions provided!

Dan A.

Hiding Part of the Grid?

Dan A. — Wed, 18 Dec 2013 16:49:40 GMT

We have a pricing table that needs to be displayed to all of our Method Users but we wish to limit the updates and additions to only one person. Unfortunately, it appears that to be able to do updates and additions, we need to have the updatable fields loaded onto the grid for the screen page. Even though we can select "Hide" as the default, all users are still able to click "Show" and then select the row and perform updates and make new additions, which is what we don't wish to happen. Is it possible to entirely remove the needed fields from the grid and somehow still be able to access them to update and to add new ones?

Thanks for any help you can provide?

Dan A.