Method Community

This is a two part question. The first has to do with populating a single drop down filter using table data. The second has to do with creating multiple drop down filters for a single grid. The difficulty I've run into is how to populate options for a drop down filter based on data stored in the table under a given field. For example: ...

Fair enough. Though I'm sad that the feature is a long way off, I can understand why. As always, thanks for the prompt and honest responses.

Thanks for the response, Ronen. I hope you guys seriously consider adding this feature! While I won't be waiting on this to address my current task, I'm certain that it's going to come up again as I continue to customize, and I bet I'm far from the only one who wishes this were available. Transfering/copying objects between ...

Here's what I'm trying to do: I've got a custom home screen going, with a custom grid I've created and a nice layout I'm working on. I would like to add a near-identical version of the grid on the "Activities List" screen. It seems my options are 1) painstakingly recreate the grid by switching back and forth between ...

Hi Method, Right now, one of the options provided by the plug-in allows me to add an email to an existing case #, or to a new case. If the email has a file attachment, it is currently ignored by Method - if I want to upload the attachment, I'll have to do it separately via Method in my web browser. It would be nice to have a feature in the ...

Hola Method, So this has to do with adding contacts to customers that already exist. The only way I know how to do this currently is by going into the customer list, editing the customer of choice, then going to the "contacts" tab and adding a new contact.  But what about the various other screens that refer to contact info, ie ...

I'm bringing this thread back to life, because my questions are essentially identical.   I've already discovered the ability to upload documents to Cases. The thing is, I can only seem to find it in the Case tab. And when I go into customization, I can't find the appropriate table/screen that controls uploaded files. Where can ...

Just two weeks, you say? Excellent! It's great to know its a priority for you guys. This answer has filled me with an irrational level of hope and joy   And as always, thanks for the prompt response!

I've been working on selling Method to my company for a while: As far as I know, it is the best option for my company given our requirements and desires. I'm also a fan of what seems to be a philosophy you guys have of open access of data and customization, allowing us to link data together in ways Quickbooks only does in its wet dreams. I ...

Michael, Of the three test activites I made, two are due 10/4, and one is due 10/11. One of the 10/4 activities is "In Progress", the other is "Completed". The expectation is that I should be able to see the 10/4 "In Progress" activity, but I can't see any of them using that filter. I'll email you the info ...