Method Community

I tried to change the sort option on the Activities Grid to sort first by Due Date Start then by Activity Priority, but it didn't seem to change anything next time I went into the Activities Grid.  I want to have the Activities Grid sort by Due Date, then by Priority High, then Medium, then Low.  How would I do this? 

"Delayed charges" is a feature we use on QuickBooks Online.  This enables us to have techs put in "charges", similar to the time tracking charges, and for us to send out bills once a month with all the charges that have accumulated. Is there a way to add a "charge" through a Method screen?  This would ...

Greg- Currently there is no means to change the "Please wait" screen. I will put in a suggestion for this but I cannot give you an ETA of if or when it will be added. -Michael

Fred- All you need to do to add the field is make sure "Add a new field" is selected give the field a name and make sure the approriate field type is selected, in your case Text should work and then click Add Field. -Michael

Fred- For more detailed instructions it would have to be through consulting time but I will break it down a bit further. Look for the actions that are merging the Body of the email and do the following: Add the Date Function action to take the date (Value from row) and format it to be a different format (One without a time) Add the Character ...

Hi Blake- I have put in a ticket for this issue. -Michael

[quote user="Method_Michael"]MemberLevel should just be addded as a regular field to the ListBuilder table. If you take a look at the insert actions used in list builder it copies the values from the customer table into the ListBuilder table.[/quote]  Should I have slected "Entity" when I added the field?  That was ...

[quote user="Method_Michael"]Using the Date Function action you can format a date to not have the time displayed, once the date is formatted you will have to use a character function and merge in that formatted date into your email.[/quote]  Michael, can you walk through that a little slower?  I opened my ListBuilder (that you ...

I noticed something weird this weekend regarding Screen options. When you open a Screen for editing and hit the Advanced... button, if you have your screen set to display in sections (rather than tabs), the 'Show First Section To Left of Screen' option is reset to 'not selected' each time you open this Advanced... screen. So ...

The issue at the moment seems to be on our end and and not with customization. Once we have a fix or more information I will update this forum post. -Michael