Method Community

Staging site, SmartVault beta, Intuit Account OpenID and a touch of style New "Staging" site - starting today, the latest version of Method is always "opt-in".  We now have two production versions of Method for you to use.  In additional to the usual "live" site, we now have a "staging" site. ...

i'm trying to limit access for some of my users to the customize tab. their role is "staff" and i have made the customize tab accessible for staff. when i edit the users under step 7 of 10 i select which tab links i want them to have access to. upon logging in the customize tab is visible but when you click on it the only link ...

I'm trying to create a custom filter by view drop down option on the ActivitiesList screen.  I understand how to customize screen and I've gone in to edit the grid and successfully added a custom option.  I'm having trouble figuring out how to create the filter.  I want to create a view for activites due on or before ...

Hi nathersteiner, To find out which invoice screen is active, you need to do the following: 1.   Go to Customize > Tabs 2.   Locate Customers 3.   Click on Edit Tab Links  4.   Look at the Tab Link Name for Invoices 5.   Beside it, you have an associated screen 6.   You will then be able to see which ...

We did a BIG release today, a culmination of several projects coming together.  Here's an overview of what's new since our last release.     A new look with some new features - can you spot them?   Staging site Starting today, the latest version of Method is always "opt-in".  We now give you the ...

What is the easiest way to do a mass update to leads, opportunites, etc. I assumed that I could import an excel file with the information that I wasnt to update.  I tried to do that for my leads.  I created a file with FirstName and Name (the required fields) and 2 other columns for fields that I wanted to update.  Upon updating, ...

Thx. I'll look at grouping and sorting the detail section of my report.

swm023- You wouldn't need to edit the screen just View the screen, and add new values while viewing the screen. -Michael

smohyee- What you are trying to do can't be done with filters on a drop down. You just need to recreate that drop down based off the Initial field in the SalesRep table. Creating a drop down based on the SalesRep table will ensure that anytime a new sales rep is added it will be avalible in that drop down. It will also only show unique ...

Hi Navitha, In in this post (above) you mentioned the following ‘AccountName is ServiceDirectgroupllc and the screen name is DDSOReport.’. Based on this here is what I did: 1. Customize>>>Screens 2. Searched for that exact screen name and made a copy 3. Viewed the screen directly from the list and exported the ...