Method Community

Hi JWS, Sorry for responding late to this post. It seems like it fell through the cracks and we missed it. Are you still experiencing any issues with this? I see that you have reached out to our support team few times on this issue. Let me know if you still need any help with this.

Closing a loop on this one as this was handled by our support team over the phone call.

Hi Danl, We have an amazing helpcenter article and video tutorials on the Detail reports. Please review this and let me know if you have any questions. This should solve your issue.

Hi there rollerroman On the Click actions of the Grid on your screen - You should be able to set the Active RecordID of the screen you are opening when you use the Go To Screen action - Is this what you are trying to do? If you are just trying to populate certain fields based on the selected customer - you could also try utilizing a Shared ...

Hi John, As you have already reached out to our team about this issue and our support team has already created a ticket with the development team to fix this issue. Once the issue is resolved, we will update this post.

Hi Liz, First of all sorry for the delayed response. Is this still an issue? If yes, please let us know and we can help you with this.

Last year we employed a Method Partner to help us with customization that goes beyond that covered in the Method Classic Help Center. However, that got very expensive & we have a limited budget. Does Method have training courses available to help users like me, who have a software engineering background, to understand the more advanced ...

Hi there Joel. Either Tags or a Custom field would work fine for your purpose here. Although I would say tags would be a more robust option considering you are trying to categorize your contacts by multiple metrics. This sounds like a great project to scope out with our Professional Services team - If you havent already had your free hour ...

Hi ghawton, Thanks for reporting this one - I'll make sure to bring it up with our product team for a future iteration of the screens. All the 'List' screen Views are filtering out the App Specific Activity Types, so it would be good to keep the consistency. Thanks ghawton! -Ben

Hi, Unfortunately, this feature is not yet available in Method. We have created a feature request for our product team.