Method Community

I am trying to move added sections up and down in a copied screen that I am now customizing.  For some reason I can get the section to go above the buttons section that's already in the screen.  Suggestions?

Yes that's correct, if you ever want to detach the relation between an activity and a case then you would use that button. The cases grid is right above the Relate to Case # field. It shows the list of cases available based on the filter you're using. - Ashur

Ok so I understand now that the drop down isn't supposed to function.  Why would I clear the case field out? In case the activity is no longer related to the Case? What I'd like to do is take an Activity, and attach it back to an existing case. WHat is the Cases grid? The spread that comes up when you click cases? If so, I ...

Hi HelloGirl, The dropdown arrow doesn't actually do anything, however the '...' button next to it clears out the Relate to Case # field, and those two buttons are built along side eachother so if we want to use the '...' button then we need to show the dropdown arrow as well. In order to relate a case you just need to ...

After beginning our use of Method for CRM / Trouble Ticket purposes, we've found a natural heirachy within the platform for ticketing, Cases vs Activites. Most likely, our small "tasks" will be activities, where more involved projects that require multiple "tasks" will become Cases.  I have found that while ...

Jerry, Follow the same steps listed above but this time for the Button Click event. That should get it working for you. - Ashur

Hi Tom, This doesn't happen.  When they sync over, they are only added as employees, and nothing else.  You have the option to add them as users on the Customize > Users screen, but we do not add them automatically. - Adam

Please advise, we add an employee through quickbooks and when the program syncs with method the employee seems to be added to method with user login (paid license). Please advise as no one added a new employee with a user paid license and the paid license box was found checked in the user panel. If the sync does in fact add employees to method ...

Hi Suzanne, You should be able to adjust it when you upload the image.  Here is a screen of how that should look: - Adam

WaveTec, I think you'd be much better off using the Generate Report action to filter the report.  Method gathers all of the data before getting the template from the designer and generating the report. For this reason, it is best to use Method for all of your filtering.  You could build a selection list in the "Filter ...