Method Community

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.

Hi SquadLeader - Need a little information to know what's been done so far, and what you're looking to acheive. 1) Are you a Method user, or are have you been hired as a consultant to make everything work together? 2) Regarding Method, have you already setup your account? If not, that would be a first step. Click Try it FREE at the ...

Need to integrate woocommerce, quickbooks enterprise desktop, mailchimp, and method.  I have no idea where to even begin...

Can anyone on here help me out with the actions I would need to add to get the child items of a group item to populate on a Work Order the same way it does when you add the parent item to an Estimate or Invoice?  The actions are somewhere within the "Update" button so I can not access to see what they are.  I have tried some ...