Method Community

I can't seem to get page sections to move up and down in the designer. When the page refreshes, the section stays in the same place. Am I missing something? Thx

I notice when saving a record on a screen (e.g. Estimates, Sales Orders, Invoices, any custom screen of mine), all currency label values lose their dollar sign formatting. When the record initially loads, the dollar sign formatting is there. Obviously, I'd rather have the formatting there at all times. What do I need to do to make this ...

 The priority field is not allowing me to edit the drop down options.  I tried to create another one in another table, but it did not show up in the field options in the add/edit work order.

Here are the steps you’ll need to follow to edit that screen. Click Customize > Screens. Scroll down until you find the screen called “SchedInc_AddEditWorkOrder”.  When you hover your mouse over the screen, you’ll see a “Copy” option appear on the left.  Click the Copy icon. ...

Shelly, Usually if this message comes up on the screen it will happen when it first loads.  You mentioned this happens when you select a customer.  Does that mean a pop-up window appears when you click the select link?  If so, make sure that you also re-publish the pop-up window that is being called when you click the select link. ...

  In order to send the image within the email it must first be uploaded to a web server and hosted.  If you try and use the picture icon from within the editor, the image will not be saved or viewable but the recipient of the email.  I’d suggest first uploading this image to a web server and then use the web address ...

[quote user="pdirect"] The Method application displays the following error when trying to send a test email on 465 with AT&T.    The operation has timed out. [/quote] @pdirect - I'm just checking AT&T's site and it looks like based on their configuration page, the server address is outboud.att.net. ...

Dan_AA, Portals aren't meant for a single customer to login but instead allow all active customers to login.  However, each portal has the ability to have a field indicated that allows active logins.  To change this, follow the steps below. Click Customize > Portals. Click Edit next to the portal you’d like ...

I recently completed some screen customizations and now when selecting a customer from my customer list, I get the following: ERROR: It appears the screen is currently out of sync. Please try logging out and back in to Method. If this is a custom screen, you can alternatively republish. If the problem persists, please contact your ...

I need to make changes to the add/edit work order form in the scheduling and invoicing section.  I am trying to add and edit fields, where do I make those changes?