Method Community

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 ...

Hi Laura, First of all, I hope you don't mind, I removed any personal information that was in your first post, but I did keep the one error message that gives us a hint to why you can't send emails anymore. "Response from Mail Server: Mailbox unavailable. The server response was: relay not permitted" This message likely ...