Method Community

Hi Formation QB,  Great question! I think I found a solution for you. Try loading your filter values into a shared result first. Use the action Assign Value To Shared Result within the event OnScreenLoad (found in the Advanced Screen Properties). Type your values into the shared result seperated by a ...

Hi Marcelo, Can you please provide us with some screen shots one from the Lead Screen showcasing a Lead information and one from the Customer Screen of the same lead when he or she is converted to a customer. - Sam

So I am trying to get a custom radio button to be hidden when screen loads until conditions are met to un hide. Ive checked the box labled Hidden: invisible when screen first loads but it is coming up when i first load he page.  What am i doing wrong.

I am just learning to use Method and am trying to figure out the best way to track the different items/services purchased by my customers. I can see the items purchased by each individual customer, but would like to have the ability to build a list based on the items purchased. For instance, if I need to send an email to all customers who ...

When I logged into Method this morning all of my tabs had consolidated into a single "More" tab and all tablinks consolidated into "More" tab as well.  I'm still on my trial and am still messing things up - can you tell me what I've done? Thanks in advance.

I have a problem with the convert to cutomer button that I did not notice before. When I am in edit lead screen all the info of the lead is correct, if I click convert to cutomer the info in the edit customer screen is not complete. The first line of the bill send to, is empty, the address is not copy to the job site address, and the full name ...

I have been able to filter the items available to a specific user by using the Filter option in Advanced Properties of the Grid Wizard for "SalesOrderLine".  The filter I applied was for any Inventory item linked to the Asset Account containing a certain word.  That works well.   But I would also like that user ...

I found my mistake:  2nd column was FullName instead of ItemType.  That is what was causing the problem. Thanks for the help ! 

Thanks Sam - I think I figured out how to create it.

Hello TomF, I just want to clarify a few things first. Within the Method CRM, you have a Lead, and under "Additional Info" you have placed a parental customer under "Job of Customer". This is the part that I'm not too sure of: [quote user="TomF"]This flows into the "Customer:Job" section when ...