Method Community

I just created an estimate with service items and they appear in my print preview.  Make sure you have a description for each item as this is used to display on the print page.  A couple of questions, is this a custom page?  is this a custom report? The stock screens and report are working fine in this respect. ~C

[quote user="Method_Chad"]With your lookup table you could add a dropdown field (outside the grid) for FSRs.  Then you could program a Loop action to update checked rows (or Calls) from the grid with the FSR selected in the drop down.  The setup might be a little complex to understand but you would have greater control over job ...

 Are you asking me to log into my Method environment as a user? When I do what you say, there's no Transactions tab at the bottom. Only Activities. Either way, the Method environment for users/staff/mamagers is working fine, no links are broken. Regardess, that's not what I'm looking to do. I'm investigating how to link the ...

  @AutumnW Great question. We here, at Method, always try to see if any new changes will affect existing screens and customization. However, there is always a chance that future updates might produce issues with customized screens. How we deal with those cases, is to determine if the stock screen (out of the box) has the same problem. If it ...

For a test,    Go to the Leads tab > Leads and Contacts list Click Go To... on any lead Scoll down to the section tabs and click Transactions Click New Transaction... then click Estimate. If none of thse pages were modified or copied then you should have no errors throughout the steps above.  At some point you must ...

Hello, Can you please provide me with step by step information on how to encrypt and decrypt data. I want the credit card information to be encrypted when the data is entered into method and want it to show as encrypted when data entry workers/ sales reps/ etc users are viewing customer information. And I want it decrypted when Administrators are ...

@Arnie & @Viret - Thank you for finding this. You are correct, this field should be optional for portals.  It is only required for Email opt-outs (a new feature which BTW is pretty cool - read about it here http://www.methodintegration.com/method/kb.aspx?folder=methodcrm&id=165). While it is not required, it is still beneficial ...

I have exactly the same problem

Hi, I'm not sure if this is my problem or not but have noticed recently that accounts that I've had for quite a while have lost their credit card numbers ... it is possibly a fluke and I've done very little investigation to see how widespread it is but thought I'd ask. Is there a known issue with regards to credit card ...

Hi all. I know that for individual fields placed on the screen, we have some control over the format of display, eg the number of decimal places for currency values.  Can I modify the display format of grid values? For example, the "Quantity" column of my Item grid displays with two decimal places ("4.00"), and I'd ...