Method Community

lvharris- To be a bit more specific, you will need to customize the CRM_Home Dashboard screen. On that screen you should see objects that have a piece of paper as their icon, if you edit those objects and go to step 2, you will see an AssignedTo filter, delete it. -Michael

Shelley- Check the OnScreenLoad event actions for that screen, maybe it is using the Set View Filter action to set the filter view when the screen loads. -Michael

Blake- I will look into this further but the root cause is probably that the Method Sync is connected to the QuickBooks file which means its in use so it like having a user logged in. -Michael  

lpierpont- If you customize a date picker object and make it not show the time it will default to 12:00. One thing I am looking into as well is that in a grid it is possible to only display the date instead of the date and time but it looks like it still sorts with the time even though it is not displayed. I am going to put in a ticket for this ...

Any idea when we might see the ability to attach images like a .jpg or a pdf and or upload a photo is my dire need....

The data in my account is increasing and I observe the application is becoming slow, can you please let me know how to archive the data and use that data when required for me. Thanks  Navitha. 

I am attempting to create invoices from work orders or work order lists.  I am not getting any error message.  It appears that the request takes you into a loop.  It does not create the invoice in Method so it cannot sync into QuickBooks.  If you go straight to create invoice in Method it works.  I have tried this in both ...

 HI Michael, I do not see an option to remove filter on the home page dashboard.  When I go to the report designer, it doesn't show a filter being added.  (Mood)  Frustrated. Sincerely, "Dazed and Confused"  

I think there is a bug or I am doing something wrong. I am trying to change the default setting for my customer list. Our sales team would like this to default to ALL CUSTOMERS vs. ACTIVE CUSTOMERS. Currently, when the customer list opens up, it defaults to "All Active Customers." I found a preference in the customer screen (Grid ...

Yup. Looks good....thx.