Method Community

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?

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 ...