Method Community

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?

This question came in from Anwar: We want have customer phone number as Customer Lead Name or an auto generated number.  I can see that First name, M.I. and last names make the Lead Name automatically? Hi Anwar, Yes the Lead Name and/or the Contact are automatically generated after entering the last name of the lead using the first ...

Hi Chris, I think it might help if we can get a little more background info on exactly what you are doing and trying to achieve. Are you taking this information from a few different Textboxes, a grid, table?  What is the purpose of creating a single string Action Result, is it to be entered into a table? I understand you are trying to join ...

Hi all, I'm working on a report in Report Designer to print statement charges by customer for a specified time period.  Have a few questions: 1)  I'd like to skip an entire customer and not print that page if there is no activity in the time period.  I have been able to suppress printing of the headers in the GroupHeader ...

How did you assign values to these report parameters from within Method?  Thanks!

thanks!

Hi Brian,  You won't be able to dump the code onto a Method screen, but you should be able to accomplish this with Method actions. If you are just looking to add a PayPal button that takes you to a specific URL, you can add a Picture object to your screen and use a Load Web Page action on it. This will make the picture ...

Charles,  We're hoping to implement advanced inventory integration sometime soon! Depending on your needs, you might be able to customize something in Method that works for you for the time being.  Jason

Hi Danish, I'm not quite sure what you are asking. On the Customers and Contacts List screen you can enter the name of the contact you are looking for into the Contact/Customer/Company filter field (see my screenshot below). From here you can click the Go To... link to see all of the fields related to the customer ...