Method Community

Hi Dan, I just thought of another solution for your question. The import/export feature will also help you out in this situation: 1. Export the customer table (be sure to export RecordID) and Sales Rep field 2. Update the Sales Rep 3. Import the revised excel back into the customer table 4. It should then prompt you to update instead of ...

  Hi Dan_AA,  The only way to do this is by adding a button on any screen that will have an action where you would have to loop though the customer tables where IsLeadStatusOnly = True and update the salesreps for those leads.  The webinar titled “Advanced Actions: Looping and Conditional Statements” in our Method ...

I'm sorting a report detail section by Date. For any records with no Date assigned, how do I make sure they sort to the bottom? Is there a way I can identify and/or group these particular records and make sure they end of at the end of a list? Thanks

Am wondering if it's possible to assign a custom report name when generating a report? My users are attaching a generated report to an email they are sending and I'd like to provide a more simple, custom report name. I've spent some time looking around the report designer settings but have not found anything obvious right ...

Hi John, I have duplicated the issue here and noticed the issue that you are experiencing. I will create an internal ticket and will update the post once I have more information available. Ronen

Hi swn023, That is called a “Contacts” grid and you will have to click on Edit and follow the steps in order to add/remove the columns. You willhave to do the exact same thing within the Opportunities List section in the copy of the “CRM_OpportunitiesList” screen. You will have to select the “Opportunity” ...

Hi John, I wasn’t able to duplicate your issue on my account and I want to take a look at your account and see how everything is set-up. Before I can proceed, I need the work order numbers for the work orders that have this issue.  Ronen

smohyee, We hear you loud and clear.  Just to add to what Ronen mention, this is actually a massive job to add this capability, something our current designer isn't capable of handling.  Ideally it would be as easy as just copying and pasting values from one screen to another but there are a long list of factors that prevent this ...

Thanks for the response, Ronen. I hope you guys seriously consider adding this feature! While I won't be waiting on this to address my current task, I'm certain that it's going to come up again as I continue to customize, and I bet I'm far from the only one who wishes this were available. Transfering/copying objects between ...

Hi Smohyee, At this time, we are not able to directly copy and paste the grid object to another screen.  I have taken a note of this concern and will bring it as a suggestion to the team.  I don't know if or when a feature like this will be added to Method, but If it is going to be added, you will be notified by our release ...