Method Community

Hi Karen,  [quote user="kdellaripa"]Is there a way to write a conditional statement - If no detail, do not print Detail Section?[/quote] I believe what you're looking for is in the Generate Report action, not the Report Designer. See below: [quote user="kdellaripa"]How can I filter by item for this ...

Should paid users count towards our portal use? I have been testing my portal especially with all the issues I have been having and have hurdled the free 500 we get this month. I would test it in my account but with all the issues I tested it by logging in directly.

Hi Ben, Yes I am using the stock screen of CRM_CustomerList. I have made a copy of it to make edits but it is still the original screen. I have since deleted what I have done because it is not in working conditions at this point and dont want my employees using it until I have the dropdowns working properly. Since the CRM_CustomerList is attached ...

Hi Kurt, It would help if we can get a little more information on this.  Are you working off a stock screen, if so which, CRM_CustomerList?  If you are working off a new custom screen, what table  are you basing this screen off, contacts?  With these additional details, maybe even a screen shot of your current screen, I ...

Hi Brian, I believe the simplest way would be to add a top section with a Label field to the portal screens.  In the OnScreenLoad actions set in the Advanced button, you can add an action to put the Entity name into the label, thus showing the client name on screen. If you click Edit on the section, you can adjust the size of the borders ...

Hi, I believe Chad is referring to the "Update field in table" action.  You'll want to use these actions to place a value in the fields before the generate report action, then clear them again afterwards. - Adam

Will there be additional calls that let us download/upload documents to Method's document storage?

So after making a grid editable, I am trying to make the SalesRep a dropdown. I was able to get the dropdown to show up in the grid with all the Sales Reps initial but if a Sales Rep has already been assigned to a contact, it is not showing up. How do I get the dropdown to automatically populate the current Sales Rep?

Over the years I’ve seen my fair share of Method customizations and have really enjoyed getting my hands dirty with some projects. I won’t bore you with all the details except to say it’s easy to lose yourself in this Method Wonderland. To help avoid this, I use every possible trick I know to keep me on the right path and in the ...

How can I display the Client's name on the Screens of their client portal so that they know that they are in their own portal?