Method Community

  Could someone please provide the instructions on how to disable the delete function?  When in Activities, or any other tab where one can create anything "new," at the bottom right, there is a pull down box that says "more".  Within that, a user has the ability to delete anything they create.  I need to ...

[quote user="Method_Adam"] Hi rodsstuff, Is this a stock template or a customized one?  Also, from which screens does this happen? - Adam [/quote] Its in the emails. Send out an email with a merge field in the subject line and it doesnt populate with the information.

Once you've added the new dropdown field to the grid on your customized screen (and made the grid editable), Publish/Save the screen, then from Customize > Screens you can use the Screen Name filter field to search for your new screen (ReportMethod). You'll want to highlight the screen name then click the View button that appears ...

Hi rodsstuff, Is this a stock template or a customized one?  Also, from which screens does this happen? - Adam

Company.CompanyName wont fill in the company name just displays Company.CompanyName Thanks

"You can then access the screen and link your Method users with their respective reports" I follow you until here. How do I link the users with their respective reports?

I am technical so I can do some customizations, but I don't know where to start.  If you can send me some information about how to setup the price levels I can attempt to do it myself and then see if I need technical support. Thanks

ecoxotic,  It is possible to utilize price levels in Method, but it does not come preloaded with the software. It must be customized. Depending on the complexity of your project and your comfort with customization, you may need the assistance of a paid in-house consultant or a Method Solution Provider.  Jason

Hi Alex, Unfortunately I haven't found anything yet.  I'll keep digging.   Instead of two screens, you could also employ filter by views.  You could hide the fields on first load and then for one view force the fields to show.  That setting can be found under Advanced in the grid: You could then use Roles to ...

Correction to the first sentence in my previous post; it should read "This can be done through customization and will work well for your organization but only of other users don't need to print templates as well." And to answer your last question, yes the solution I mentioned can be implemented even if you don't have the ...