Method Community

Lee- The bar graph you see on the home dashboard is set to show a maximum of 8 users, you can changes this by using Method Report Designer, making a copy of SalesDashboard_OppByUser and editing the chart using the wizard change the Option under Series > Top N Options to be disabled. -Michael

In my method account nothing appears to happen before 1950.  When I set a date before 1950 Method replaces the "19" with "20". 

Hello, I am trying to create my home dashboard to show Pipeline information for ALL of my users on a single admin screen.  Any clues? Thanks, Lee

Thanks Michael.  That did the trick!

Shawn, The way you have it setup is correct you may just want to replace Terms with ISNULL(Terms, ''). The step you are probably missing is adding Terms to the Activity table as a linked field from Entity -Michael

Blake- I was 1 minute too late, but what you did is exactly right. -Michael

Thanks for that. I figured most of it out last night and just updated this post with my findings (about the same time you were typing up your response, it seems). Thanks again...

Greetings This is what i found interesting about speed and using Method. 1. If I am on my laptop using a home wireless connection my average screen load speed is about 5-8 sec 2. If i am on my laptop using Verizion wireless connection my average screen load speed is about 3-6 sec 3. If i am on my laptop using a wired connection my average ...

Blake- You can add a Contacts drop down to the SalesOrder table and then drag that field onto the screen so that the user can select a contact. When you are adding the Contacts drop down you will need to add the RecordID as a drop down and then add the FullName as a linked field otherwise in the drop down you will only see RecordID's and not ...

Just a quick update for anyone that might be following (now or in future)... I added Contact (as a dropdown) and ContactName (as a linked text field) to the SalesOrder table. I then dropped the Contact field (the dropdown) on the SalesOrder form, binding the selected value to the ContactName. The Contact dropdown is filtered as follows: ...