Method Community

Thanks Sam - I think I figured out how to create it.

I am still in my trial period and, when watching the "Introduction to Customization" webinar presented by Amanda, I notice she has various screens such as "Customer Center", "Vendor Center" and "Employee Center". I know how to take the first section of a screen and place it to the left and show ...

I'm still in my trial period and trying to figure out the best way to handle multiple, large lists of cold/barely warm lists. A few times a year I receive lists of anywhere from 100 to a few thousand names that usually includes a name but then only some of the following info: company, address, phone, email address. Although the ...

To my knowledge, I haven't deleted any of the stock fields or tables. I did have a couple of Custom Fields in my QBooks (that I hadn't actually populated for any Customer) that came over to Method and that I deleted. I don't see the same Advanced Screen Properties that you show. The last thing on that window for me is the Shortcut ...

I'm still in the trial period and am slowing moving from my "playing around" status to truly working in the application. Before I knew what I was doing, I apparently copied the CRM_EditCustomer screen to create CRM_EditCustomer(2) and CRM_EditCustomer(3).  In trying to clean up un-needed tables and screens, I'm trying to ...

I added a grid but I need to limit the data shown in the grid to the current customer. Is there a way to do that with a Filter or something?

I'm brand new to this app so please excuse my ignorance... I sell software and for each of my customers, I need to track the Program, Version, Serial Number and date of purchase for every license they buy. Some customers may purchase multiple licenses per year. I have created a screen/table that allows me to enter all four pieces ...