Method Community

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 ...

Greetings Schedule and invoice>Series Work Orders>Recurring>Re-new check mark On a few work orders i am not going to renew some. I uncheck it but it keeps checking back.   Or do I delete the work order? John M    

Thanks for your response. I understand how to edit screens. I have successfully edited a couple of other screens. However, when I get to the screens we are talking about I can't see any resemblance whatsoever to the actual scrren.  I don't see any of the columns you see on the screen in order to add to or take away. In the middle ...

Can anyone please tell me how I can mass assign a sales rep to our current leads?  Thanks!

Any news on this?

Hi swm023,  The best way to find out which screen a tab link is referring to is to hover the pointer over a tab where a pop-up message window will appear. The screen name will be in the format of: (“Screen name” from “account name”). You might not see it right away, so just select any tab link beside the one you are ...

Hi mvi, I have some questions in regards to this issue: 1. Are there any conflicts in Method? You have two ways of finding this information:  a) Select QuickBooks from the tab group dropdown in the top right and then go to  QuickBooks > Resolve Conflicts  b) In the CRM tab group, go to  QuickBooks > Resolve ...

Hi LaCrews, I was able to duplicate the issue on my end and will create an internal ticket. Once I have more information regarding this issue, I will update the forum post.  Ronen

HI Navitha, Can you please tell me if the screen you are working with contains tab sections? We are currently experiencing an issue where the Refresh Grid/Clear Screen for new entry actions are not refreshing grids when tab sections exist on screen. In the meantime, each grid should have an icon to manually refresh near the bottom right corner ...

Hi Navitha, Thank you for enabling MethodSupport. I was able to log into the account and export the grid to an Excel. I noticed there are hundreds of records being exported and quickly skimmed through the column you specified. The dates seem ok from my end but keep in mind I did a very quick skim as I am not prepared to review the lists record by ...