Method Community

Hi Bshall, If you enter the screen designer on a stock screen, you will be prompted to either enter read-only mode or create a copy for customization. Just like in classic, customization cannot be performed on stock screens. You must first create a copy and re-direct to it. Our documentation on Method New customization is a lot more extensive ...

Hi Mike, Are these going to be the same documents for all customers or are they customer specific (i.e. the customer will access their own version of the document)? --Audisho

Hi jwalker, You can print a route list of all work orders currently filtered within the grid. To filter for all users for the month, simply modify the date range to include the month and change the filter to All occurrences in date range. Once you’ve done this, select the Print / Email tab. Change the radio button for “Which work ...

Hi Kupsol, If the state of the radio button is in-fact saved, then it must be using data from a field to determine its state. You’ll need to check your OnScreenLoad actions for how the state of the radio button is set when a record is loaded. This should show you which field you want to filter the report for. Moving forward, I’d ...

Hi Aaron, Have you considered filtering for this within the Report object on the screen? Filtering can be found by selecting Edit on the report object and navigating to Step 2. This will allow you to filter dynamically using session variables as well as via date picker objects from the screen. --Audisho

Hi Sarah, It would be better for us to investigate this with you over the phone and possibly via a screen share. Please give our support number a call at 1-888-925-6238 x2 when you have some time. Alternatively, I can create a case for you and have a member of our support team reach out. Just shoot me an email with your account information if ...

Hi Stuart, While you have 3 levels of related data here, it’s not impossible to accomplish this. If would be nice if you could simply nest a detail report within another detail report, but Report Designer does not allow us to do so. Instead, you need to “flatten” your data to use 2 tables instead of 3. You can accomplish this ...

Hi Kupsol, I believe the currency symbol will not be displayed when the screen does not have an active record ID and after a save all sections action is executed. In this case, you will not see the currency symbol on a new record prior to and after creating it. If this is a problem for you, I would suggest that you use the workaround that I ...

Hi Sixtel, To understand the entire scope, it’s best to go over each sub-article for activities and cases. There’s some tutorial videos attached that do a good job of explaining what can be accomplished with each. Essentially an activity is used to log any interaction between a user and a lead, customer, vendor, another user etc. ...

Hi Sixtel, I recommend looking through our documentation on both Activities and Cases included in our Help Center. If you’d like to book one on one training for this, please speak with your account manager. Let me know if you’d like me to have them reach out. I’m happy to do so. --Audisho