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Greetings. I need to create an Action to occur based on the value selected in a dropdown field. If the selection is "Closed", then I need the Action to do one thing and if the selection is "Won", I need it to do something else. Bottom line: How can I nest Conditional Statements together...
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In some dropdown objects, ie, the Customer:Job dropdown on the Estimates screen, I am not understanding how the selections in Step 4 of 6 were made and I am unable to change some of them. In the Customer:Job dropdown, the Select Table field is set to Customer and is diabled, I cannot edit it (though...
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On the Customize -> Screens screen, the Edit Customer screen is no longer listed. When I try to edit a customer, I get an error message stating that there was a problem locating the Tab Link 'Edit Customer'. I did not delete it. I don't have the ability to delete it, as far as I know....
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How do I know what the main table for a screen is (other than if I happen to recognized the fields from the field list)?
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I am trying to filter the item list on a vendor bill to just reflect the vendor that is logged in, which is also the Preferred Vendor on the Service Item list. Any ideas? I've been able to filter the Vendor list to only be the the vendor logged in, and I was able to filter the bills seen to only...
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Hello, I am new to Method and fairly new to CRM development. I am trying to switch our company over from Sugar CRM to Method (mainly due to the fact that Sugar does not work with QuickBooks), and have a few questions on how to get this accomplished with as littlepain as possible. I have exported a test...
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Hi again! I was wondering if there is an easy way to do the following: When I create a custom screen (ex: Fieldservice_addeditworkorder) , I am wondering if there is a way to make that screen the new default screen for all goto actions throughout the entire site. For example, right now, on the Fieldservice_dashboard...
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Hi method, I was creating an estimate today and noticed that the default tax choice is sales tax item. The problem with that is we have multiple tax items in Texas for each customer, so we have to create what are called Sales Tax Groups in Quickbooks. So, I was wanting to customize the estimate screen...
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I added the Warehouse app to my client's Method account. I have the Warehouse Tab and all of its screens and they're working fine. But when I go to the Vendor Center Tab, and click on the Item Receipt Screen, there is no field for "Receive to Location" I would think this screen would...
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I am trying to do a similar thing. So far I've found that when you customize a screen, If you edit the grid (click "edit" at the top right corner of the grid's row (not the "edit" for the section) when you're looking at it on the "Customize" screen) in Step 5...
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