Method Community

Would it be possible to assign the sort order to the customer's name instead of the work order? That way every work order for that customer will have the same sort order

When you make any kind of change to an occurrence Method will break that occurence from the related series. Once the occurence is broken it will not update along with the unbroken occurences if you update the series. The reason for this is if you have changed ...

Thank you very much, worked like a charm!

Thanks Jennifer.  I'll add this to the ticket. - Adam

Why is that when I enter a payment the only account that I can choose from the dropdown menu is recivables, can I make all the bank accounts appear? like checking, petty cash, undeposited funds, ect? NEVER MIND, I GOT IT

Well, just to be clear, I'm only using one monitor at a time. The problem occurs when the laptop is docked and the lid is closed and the monitor screen is active. I can change the window size to have the tabs and tablinks reappear, but it'll only fix itself when the Chrome window is 1/2 of maximized. And, for what it's ...

I had a colleague duplicate this, although I am unable to.  He did this by dragging the tab from the laptop screen to the monitor and then played with the sizing.  Depending on where he sized, the Method tabs were collected into a more tab.  You should be able to get them back by adjusting the size of the window.   I'll ...

I think I understand what you're asking... If I am in Chrome, whether I have one or have a dozen tabs open, and log into Method, all tabs and tablinks are immediately collected into "More>>".

Matt, If you're trying to find a way to list the leads connected to a customer, you could create a grid based on the customer table and filter it using the dropdown you created in the Leads screen. - Adam

Hi Matt, A dropdown can only hold one value at a time.  Just so I understand what you're trying to accomplish, are you trying to find a way to list all of the leads that are using your customer's product on the edit customer screen? - Adam