Method Community

Hi Meghan, According to the link Michael supplied in one of the above posts, this issue has been resolved.  We have noticed some cache issues from time to time with Chrome, if you have already tried signing out of Method, and closing/opening your browser again and that didn't work, you might try clearing your browsers cache. ...

I feel like I am missing a very simple solution to this... but I have been working on it for 30 minutes to no avail. I would like to add the BirthDate field to my EditCustomer Screen.  When I tried to create a field called "BirthDate" it said that one already existed.  I know it exists as a field because it shows up in ...

Hi Here4Real, Thank you for posting to the Method Forums.  Obviously we as Method employees aren't going to post our thoughts and feelings about using Method, as we might be slightly biased, so I am hoping you do get some feedback here from other Method Users.  I do however think this link might be informative to ...

Has this issue with Chrome been resolved?  I have done a ton of customizing in Chrome with minimal problems until today.  Suddenly, I cannot drag and drop fields.

Hello Sergio,     I don't know of any issues with saving background colours, nor could I find any.  To really test it, I would have to take a look at your screen designer. I would be looking to see if the hexadecimal colour code(#ffffff) saved in the Edit screen.  I would choose your colour and Click Save & Close. ...

Hi Lance, There is nothing new to report on this.  You're options are the API and the Import/Export tool.  If I learn more, I'll be sure to post here. - Adam

Hi Jason, Actually, some of what you are looking for can be automated. When a sales rep creates a sales order, you can put actions on the save button that also creates an activity for the Accountant and even email them the activity notification. Then, when an invoice is paid, you can also create another activity for Shipping to box the item, and ...

Thank you very much for this detailed response.  I will give it a shot! Meghan

Hello,     The Class table has no relationship to the Opportunity table. First, you are creating a drop down properly, but its not a relationship to the Opportunity table and won't save.  Second, The Opportunity table has a couple screens associated with it.  Namely CRM_NewOpportunity and CRM_EditOpportunity which ...

Hi Mike, There are a few things I would check.  For the blank popup, have you made sure the ActiveRecordID is set when the popup loads? I'm wondering is there's an issue with how the recordID is being loaded when the screen loads. Using the stock CRM_NewActivity screen as an example, there are conditional statements that check for ...