Method Community

Hi Jessica, Go to Customize > Screens and at the very buttom of the list of screens you should see a Copy / Import Screen button, this button will allow you to make copies of customized screens. -Michael

Hi Ramesh, You can use the Method Import / Export Tool to import your leads into your customer list in Method. You can view a webinar HERE that might help. When importing your leads make sure that the field for IsLeadStatusOnly is True.  -MIchael

Hi, If you log onto this users account on your computer does the same thing happen? Does this happen across multiple browsers? Has this always been happening or did this just start? -Michael

This came in from one of our users ________________________   Below is a screen shot of the login page for one of our employees. He has Field Service Operation rights as you can see there are no tabs that are visible under Field Service Center. xxxxxx is the only user that I am aware of that is having this problem.   Any reason ...

Hi Karen, You can find it here http://pencil.evolus.vn/en-US/Home.aspx. -Michael

Hi Dave, Here are the rules for the sign in company name: Can contain Alphanumeric characters No special characters besides _ (underscore) Cannot start with a number No spaces Max length of 128   -Michael    

Hi Blake, Currently the only method of debugging in Method are the ones listed in the forum post you linked. I believe that Enable Debug tracing does work with loops. One additonal thing you could do is create an action result that stores that values that are generated at each row of the loop and just show them at the end of the loop. -Michael

Hi Sterve, [quote user="Sterve"] The Pop Up Screen: Has a Specified Record ID Specify Record ID: Value from Screen Invoices: RefNumber  [/quote]   This should actually refer to Invoices:RecordID. -Michael  

Hi Birch, You should be able to choose the RefNumber as a linked field. Are you not able to? After you add the RefNumber you should be able to add it as a column to your grid. -Michael

Hi Jessica, What you would need to do is use the Amount column to store your 'amount after discount' and just use another column to store the amount before discount. This way the subtotal will calculate correctly and be linked to the correct QuickBooks field. -Michael