Method Community

Ben, We have customized the ListBuilder Screen to show City, State, and Zip. Sorted by State, City and Company Name. This gives us what we're looking for. We then deleted all other states but FL. I wish that I would have known that the last step, Process, had a check box to process only those records checked. I would not have deleted all ...

Hey Vlocke, I will need a little bit more information from you before I can troubleshoot the problem your running into. Here is a summary of the problem based on your forum post (please let me know if I missed anything): 1. Created a new field object in the "New Lead" screen 2. Added action "Enter Value into field on ...

Method Team, I have added a new field into the "New Lead" screen - I added an action to "Enter Value into Field on Screen" - I used this same action when I added the field to the "New Customer" screen and it worked - I put this action before the Save action.  But when I test to see if it is saving it does ...

We have been using a custom action that generates multiple reports for over a year now.  This has always created an open window for each report, with the windows stacked-up, and available for printing.  As of last Friday, only one report window is open, and the rest are minimized.  This is not nearly as convenient for us and I'm ...

Hi Nebo, I think I've recreated the issue you are having. I'll need to investigate this a bit more to see if there's a limitation to this particular table or something else in play.  I'll report back here. - Adam

Hi there Method friends!   This weekend is the Canadian Thanksgiving, so the team is getting excited to eat delicious food, give thanks, and spend time with friends and family.  Support will still be available on Monday if you need us.   We wanted to take this opportunity to express our utmost ...

Great thinking David! When I first started customizing I would generally take a look at other screens and try and replicate their funtionality. In many cases this can be tricky since Method has a number of moving parts and little triggers in places can often make a big difference across the entire screen. The action you are looking to ...

Hey VLocke, Your thought process is definately on the right path; however, I'm going to breakdown your question into pieces.  What you would like to do 1. Set up a field in the Customer table called CustomerWebsite 2. Need to be able to edit this field in: New Leads Edit Leads New Customer Edit ...

I took a gander at the invoice actions to prefill customer terms and tried to replicate that on the vendor side so that our vendors terms would prefill on the PO, however, it did not work. Can someone please help me walk through where i need to insert the action and what the action needs to entail in order for me to prefill vendor terms on POs? ...

Method Team, I have setup a custom field in the customer table called "Customer Website".  I need to be able to add this field to the "New Leads" screen and the "Edit Leads" screen.  These screens are connected to the  Contacts table.  I need for the leads screen "Customer Website" ...