Method Community

Navitha - this has been emailed to you. Please mark the excel as clearly as possible and include small screen shots from Method if needed. A few examples should be sufficient.

HI Navitha, Can you please tell me if the screen you are working with contains tab sections? We are currently experiencing an issue where the Refresh Grid/Clear Screen for new entry actions are not refreshing grids when tab sections exist on screen. In the meantime, each grid should have an icon to manually refresh near the bottom right corner ...

Hi Navitha, Thank you for enabling MethodSupport. I was able to log into the account and export the grid to an Excel. I noticed there are hundreds of records being exported and quickly skimmed through the column you specified. The dates seem ok from my end but keep in mind I did a very quick skim as I am not prepared to review the lists record by ...

Navitha, Are you sure you have enabled the MethodSupport user? Customize>>>Users and place a check beside that user. I am not able to proceed until this is done.

Hi Navitha, I’m curious to know what table the grid is built from and what field you are using? My hunch is that this is also related to the time portion of the date/time field . Can you please email me (1) name of the account (2) name of screen. (3) where I can find the actions. Also, please be sure that the Method Support user is enabled.

HI Navitha, Are you using the Export tool or exporting the grid via Method actions? Try reading this post (click here). If you are exporting it using the integration tool it will export raw data which includes time. What time zone are you in? What are the settings on your machine?

VLocke, To update this thread, we were able to help you out via consulting time. At your request here is what we went through together. You didn't actually delete the field (as per my note above), you simply removed the grid column for 'IsIncludedOnInvoice' To correct this, we added the column back with the exact same name as it had ...

VLocke, Chances are you would have had to remove that field from being used on all screens before you could delete the field on the table. At this point it becomes very difficult for us to assist over the forums because we're left guessing on our end. For this reason I would agree with Michael...you'll get the best ...

Hi Navitha, You can use the import / export tool to export the data out to something like an excel. It is not a true data archive b/c all it does is export. If you want to remove the data from Method you will have to manually remove/delete it or do this via actions. If you are thinking of removing the data, I would be very careful as some tables ...

Hi there, Do you mind if I ask what exactly you find slow? The typical day-to-day use of Method CRM (using our original screens) should be fairly quick. It’s important to identify what you’re doing since there are times when this could definitely be a factor in speed. For example, if you are doing heavy customizations, publishing ...