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customizing screens: adding fields to the toolbox
data entry error
go to link
go to tab link
retrieve value from table
tables / fields
How Can I Tell What Table a Screen is Based on?
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)?
Creating a custom screen and linking to all goto links
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...
Display and filter by activity date
I am looking to filter customers based on the record of the last completed activity for our call center. I want to be able to sort customers by the last time an activity was completed on their acoount. I have a customized customer list that I want to be able to quickly view all of the customers that...
Search and Filter
I'm relatively new to any of the customization options and one of the things I am struggling with is how to search or filter customers by state or some predetermined region. Is there a way to add a box to the customer center or filter in some other way to select only those customers in say "New...
Undo customization / exit without saving
Hello...Is there any way to undo a customization or even just exit the screen without saving the changes? I was updating our customer screen and accidentally removed the "clear/new" button in a section. I want do undo that change or at the very minimum be able to exit the screen without saving...
Estimates and Invoices
When doing a print preview of an invoice or estimate in Method, the Method logo appears in the top left corner of the document, despite the fact we have uploaded our company logo in the (Customize>Display) tab. Is there a way to customize these documents so that our company logo rather than the Method...
Customized Time Tracking Screen not working
Ok, note to self & all, COPY a screen before you customize it so you have the original (presumably working) screen before you hose it up. Sorry I didn't do that and now I can't enter data on my customized Time Tracking screen (cas account). When I click on "Save" a box pops up that...
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