Method Community

Hi, Are you uploading a new document or linking an existing one?  If you're uploading the document from the opportunity screen, it should be linked to it automatically. On the stock screen there is no ability to link the opportunity if you're uploadind a new document. If you're linking a n existing document, the ...

By Mark Evans Mark is a Toronto-based tech blogger and startup marketer. He sat down with Rodolfo Novak to learn about why he joined Method and his plans for the coming months.   Without a doubt, it has been an exciting couple of months for Method. It kicked off the year in style and generated considerable industry buzz by raising ...

Andy, Good to hear.  We're here if needed.  :) - Adam

Thanks for the reply. Think I was getting mixed up with items, groups and inventory items. Managed to decypher the interaction and it seems simple now.

i'm having issues uploads docs from the edit opportunity screen.  i'll go to an opportunity and change update the status to closed won and click save. then i'll click on the document tab (the small one towards the bottom) to upload a doc.  i go thorugh all the steps and choose the opportunity to link it to and sometimes it ...

Tried Firefox. This time I don't get an error per se, but a message box appears that says: Please select a column ???

Hi David, You'll need to find the screen that the dropdown is based off of.  Is this dropdown based on an existing table or a new table?  If new, there should be a screen located in Customize > Screens that was created when the table was created. - Adam

Marcelo, There is no stock way to send multiple work orders on the waiting list to the calendar.  This can be customized though.  For example, you can add a checkbox to the Waiting List grid, then loop through the waiting list grid and apply the appropriate actions from the 'Send to Calendar' to send each checked work ...

I'm trying to add a field to an existing dropdown menu I created . The intuitive way you would think this would work does not seem to be for me. Can someone provide directions as to how I would go about adding additional choices to my dropdowns. 

Shaun, Could you try a different browser? I'm wondering if there's a caching issue here.  I can't seem to re-create this. - Adam