Method Community

Hello Bradley,    I checked it out and I am not getting the lose focus to work on a textbox that is set as an HTML editor.  I'm not sure why it is not working.  I'll put in a ticket for development to take a look.     In the end, you do have to explicitly save the information to a field on the ...

Hello Brenda,    This looks like the same post in the partner forums.  Please refer to the other post for my response.  I just realized the post is in the partner forums which general users don't have access to.  Once we have an answer I can post back here for everyone's advantage. Thanks,   Greg

Hello Joseph,      We have had requests come in for an Outlook plugin for Macs.  Presently, I am not aware of any plans for developing one and don't have an ETA if one will be done.  The forums are the place to make the requests.   Also, we do the the Google Gadget available for Gmail accounts. Have a ...

Hello Michele,      You would not be able to change a text field to a numeric field.  Two options come to mind.     1. Do an import update.  Create your new field on the target table.  Export the RecordID and one other field that you can use as a unique reference field.  Copy and paste the ...

Hello dfreye,     There is a global setting for the time when Method will auto-log off.  It can be found by going to Customize -> My Account -> User Password Preferences.  In the screenshot below, it is set to the default time of 180 minutes.  Unfortunately, there is no way to have unique auto-log out times for ...

Hello Michele,      I would suggest creating a button on one screen to open the report.  It can be any screen you like.      Let's take a look at the 'Print Preview…' button on the Invoice screen.  The button contains a 'Generate Report' action on the Click Action.  On ...

Hello Yoshi,      I am interested in why you are not seeing tables in the Tables/Fields tab link.  You should be able to see all tables in the Method system.  If you do not see this in your system, give Method support a call at 1-888-925-6238 x2.   I'm uncertain why you are seeing ...

Hello Eliza,     It's definitely something that you can add to.  The values may have been created when the dropdown was added to the table.   When creating a dropdown for a table, you either specify to create a new table or join to an existing one.  You have two options.  1. You can do an import update ...

Hello Eliza,    I believe I am in the correct spot.  Let me know if I am off.  There is a button with an ellipse, ... , that you can click and bring up the New/Edit Opportunity Stages menu.  Here you can enter a new stage or select an existing stage to edit the record. Have a good day,  Greg

Hello Eliza,     The calculation is done on the Lose Focus on the Amount and Probability (%) fields.  See the screenshot below that shows the action from the Amount field.  Are you using the default screen for your opportunities? CRM_EditOpportunity is the name of the default screen.  When you refer to the ...