Method Community

Thank you, that worked great!!!

I have already customized my estimate screen, and would like to be able to use that on both the computer, but also use it in "optimize for mobile device" but when I do that, it takes it away from letting me use it on the computer.  Is there a way to copy an already cutomized screen to leave on as the computer settings and one is ...

I added a discount rate then an amount after discount column into the estimate line grid and it flows through correctly, but the subtotal below is still pulling from the total amount column instead of the amount after discount and it doesn't seem to want to allow me to switch that over.  Is this something that can be ...

I got an error message when I tried to open up any report in Method Report Designer, I have a screen shot for this that I can e-mail as it's not letting me enter it here.  Thanks.        

This problem is still occuring and I'm not sure what's going on, this time it's not even when I sign out and go back, it's as soon as I close out, I can't go back and edit the actions I just created.

I'm talking about having a group of activities that are related to each other, but instead of having to assign each one to someone, once you assign the first in the set, the rest will follow automatically.

Is there any way to make an activity cluster so that when you choose one group of activities, the rest populate in the order that fits best with the business?  For example, if we rec'd a lead and needed to schedule the appointment, then confirm the appointment, then go to the appointment and so on, is there a way that once the first is ...

I put them within the object in the edit screen of the estimate line in customize..and is the picture thing something that would need more advanced knowledge of Method? I'm learning as I go so I will try to figure it out, but we may end up coming to you guys for help on that one.  Thanks for getting back to me.      

It happened as soon as I made the copy of it, I didn't touch any of the fields it is happening to so I'm not sure why it's happening.  It's the SimpleEstimate that I'm working with.

Two questions:   First, I have added actions to my estimate screen, but when I go back to edit them, they aren't anywhere to be found in the edit section, yet the actions are still being used in the screen...why are these not showing up for edit?    Second, I was wondering if Method was capable of having picture icons that ...