Method Community

I appreciate Ashur's time on this issue as we were able to determine that this is a limitation of a multi-tenancy account. Currently, users within a multi-tenancy account are not able to send activities between tenant accounts without access to those specific accounts. My hope is that we awill eventually be able to restrict login ...

Hi all, I'm new to customizing in Method, and am working my way through the tutorials now.  I'd like to find out more about how the HTML editor works, although so far I haven't come across a lesson online that covers it.  So here's my question: I'd like to have an HTML editor as an input that then populates a window ...

Does Method New not have the Export Grid to Excel action? Is it hidden somewhere within another action? I've done some digging. Is the actions combined and hidden somewhere? Or is it not developped yet? Lance

Indeed, this is a known issue - we have a ticket in with our Product Engineers. I'll add any updates from the ticket to our thread. -- Morty

Hello Method, I have a weird error in a column I add as a link in a grid. I have set it up so when I click this row in the grid, it should show me a message of the record ID of the line. However no matter what row im on, it only shows me the record ID of the first line. Is this a known glitch? Thanks

Hello. I am trying to make a large text box in which we can keep track of customer-information "memos" on the customer info page.  Currently, I have the field "memos" input as an open text box to a section of "edit customer". I cannot, however, figure out how to change the size (height) of the box. Is it ...

Please ignore this question.  I found the answer in the Method video about Versions. Specifically Manage Screens-> Versions-> Set Status -> Live For All USers is what I was looking for. Thanks. Paul

The following updates are now live for users of Method. Features Added an attachments control to designer, which allows users to attach multiple files to a recordID using drag & drop functionality (PL-5875) Fresh re-design to opportunities app using a New / Edit Opportunity screen(PL-9863) Added support for print ...

Hi Method people, I'm not seeing a way to do something that seems like it would be a normal part of the process for creating a new Custom App.  I've started a new App. I would like to import a copy of one of the standard screens, Add/Edit Sales Order, for example,  as a starting point for a custom screen, rather than starting ...

Hi, I'm new to method customization and not sure how this is supposed to work.  At the moment we are just 2 users:  me with admin rights, and one other user with regular user rights (though I also tried giving "full customization" permission).  When the second user account was added, the screens which had previously ...