Method Community

I am quite excited about testing out our new web forms and even more excited to discover that they work with our mobile sites as well! One question though... Or old web forms had honey pots and Akismet to keep us from getting spams.  Now that the web forms go directly into Method, it seems that spam protection should be extra ...

I have a grid based on the Contacts table. and one of the columns is a Yes/No field called "Dormant". I would like to check certain rows in the grid and then update those fields in the Contacts table using buttons. Let's say I have 2 buttons called "Make Dormant" and "Make Active". So...Let's ...

Aloha Everyone, This post is about an idea I would like to suggest. Since changes to Screens are made immediately and there is no way to back the changes out automatically I would like to suggest it would be nice to have the ability to make copies of all of the customized screens.  I know you can make copies one screen at a time, but it ...

I am attempting to customize screens.  The window that appears when I select these options is only about 1.5" - 2" tall.  I can not see all of the data.  It's making me nuts.  I feel like I have blinders on.  How do make this screen more user friendly?

Greg, I think if you edit the Post you will see the images. Stuart

For anyone following this, Stuart called in and we are working with him to resolve the issue. - Adam

Hi lvelina, Unfortunately, the only way to accomplish this is by setting permissions on the individual buttons -- you can't change button roles globally.

I'm looking for instructions on how to set up a portal user to enter time tracking into Method for synq with QBks.  Any info on how to and limitations would be appreciated.

Hello Stuart,     I believe the images did not go into the post.  The best thing to do is host the images somewhere else and provide a URL.  Some here use Imgur for posting pictures on the forums.      I haven't heard of a problem with the filters and the Build Selection List.  I can take a ...

Hello sbradley,        On the Save for an Estimate, there is a Retrieve Value from Table for the RefNumber.  I believe this is due to Method getting back information from QuickBooks.  If you are doing your own custom save, you can try the same action.  See the Quickbooks_Estimate screen and the actions ...