Method Community

Hi khorner, I just wanted to give you an update that I am currently in the process of responding to each of your individual question and will have a response shortly. Ronen  

Hi Matt,  Thank you for the suggestions. I am going to discuss this suggestion internally with the team but I am not sure when or if this feature will be implemented in Method. Ronen 

Hi Inclusivitie, The first thing that I would do is to review the webinars that we have on the report designer. I would first view the webinar titled Introduction to Designing Report: Level 1 here, Introduction to Designing Report: Level 2 here, and Tips and Tricks for Designing Reports here. After you review the above webinars, the next step ...

Hi viret56,  Please make sure that you are on the Feburary version of Method.  Ronen

Hi vret56,  I just wanted to give you an update that the error message that you have received for the action is now resolved.  I hope this helps.  Ronen

Hi Rolf, The issue that you are experiencing is a known issue internally, but I don't have an ETA on when this issue will be resolved. I will update this forum post once I do have a resolution for you. Ronen

Hi smohyee,  If you go to Customize>Tabs and select the Edit Tab Links... beside any of the tabs, you have the option of putting in a checkmark under Show for certain tab links which will either enable the tab link name automatically when you go to those specific tab names. (Example, for the Cases tab, upon first arrival to the ...

Hi Lee,  These are the steps that you should take to allow your customer to land on the Home tab by default instead of the Recent Transactions tab: Go to Customize>Tabs Click on the Edit Tab Links... beside the Contacts Portal tab under the Tab Name heading Make sure that there is a checkmark in the Show checkbox right beside ...

Hi Marling Imaging,  The following steps will help you update the Sales Rep dropdown for the leads: 1. Go to Customize>Integration Tools 2. Click on the Go to Import/Export... link within the Import/Export section within the page 3. In Step 1:Import/Export  a) Select Export a table to a file b) Select the Customer table from ...

Hi Marling Imaging, I just wanted to add some additional information to my post response. If you go to Step 6 of 7: Customize Page Header within the Create a new portal wizard, and you select the option My own a header, you have the option of selecting the HTML tab within the editor that appears, where you will need to provide the HTML so ...