Method Community

Hello Fellow Method Users, We had a user ask how hard it would be to get the Documents grid to display on the Vendor Screen, similar to how the Documents tab would get displayed on the Edit Customer Screen.  I figured this might be a good topic to add to the forums because this could be beneficial to any Method users that require Documents ...

Hey Nelson, My apologies, I believe I may have confused you by not specifying the type of query I was referring to. UPDATE queries are not an issue as far as I can tell. The issue presents itself when I'm trying to loop through a table with the Method equivalent of a SELECT query. To further the issue, I cannot seem to use linked table ...

Hey fgdonovan, MethodCRM is the perfect solution for the needs you have listed in the post above. We do not recommend the storage of any credit card information within Method's database as it is not PCI Compliant. That being said, we are currently working on releasing credit card authorization tokens which will enable us ...

Hey grdmunoz, In order to set the default number of rows in a grid to a value greater than 10 you will have to customize the screen. Workflow: Create a copy of the screen Select the properties of the grid you want to change (I modified the contacts grid) In the first dialog screen for the selected grid; change the Number of Rows to ...

Is there any way to change the default grid pagination from 10 rows to something larger?

Hi TaurusGardening, I did take a quick look at your portal screens, both the custom "Customer_Portal" and stock Contacts_Portal. Unfortunately, I can't seem to recreate this error myself, I have logged in to the Contacts_Portal from my PC, MAC, and an iPhone and all loaded just fine with no errors.  Any chance you can give us a ...

Hi Jon, We've submitted the issue to the development team here at Method. Cheers, Nelson

Hey Charles, In response to your original post, I created two loops which update a field in a table according to a blank & non-blank field in my table. Here I was able to use the expressions I posted previously exactly as you'd expect them to work. Updating a Blank Value Updating a Non-Blank Value In my experience with ...

Hi Shawn, You are able to do this is Method out of the box!  Using the Field Services Center >> My Calendar Tab Link, you can define filters which will enable you to see a teams or multiple teams schedules for a given period.    On the left hand side of the screen, you have the ability to ...

Isdrury, Great to hear you got it going! If you haven't already, take a look at this article, which is the first of a series of five. It will teach you everything you need to know about the Outlook Plug-in!  Jason