Method Community

Hi Birch, One idea is to create a hidden field on the screen and upon clicking a button build a list of RecordIDs from the selected invoices and place it in that hidden field. On the second grid have it filter by value from screen and filter it by the contents of the hidden field. -Michael

Hi - I have a screen with 2 grids, one contains information from the Invoice table and the second pulls from the InvoiceLine table. They both contain the 'RefNumber' field from the Invoice table. What I want to do is create a button that has actions that filter the grids to only display the invoices that are checked off in the Invoice ...

Thank you, that worked great!!!

Hi Jessica, Go to Customize > Screens and at the very buttom of the list of screens you should see a Copy / Import Screen button, this button will allow you to make copies of customized screens. -Michael

Hi Ramesh, You can use the Method Import / Export Tool to import your leads into your customer list in Method. You can view a webinar HERE that might help. When importing your leads make sure that the field for IsLeadStatusOnly is True.  -MIchael

I have already customized my estimate screen, and would like to be able to use that on both the computer, but also use it in "optimize for mobile device" but when I do that, it takes it away from letting me use it on the computer.  Is there a way to copy an already cutomized screen to leave on as the computer settings and one is ...

 Hi, I am new to this MethodIntegration. Can you please let me know how can I create leads form in Method. I have leads data (in the form of excel data) which is downloaded from netsuite. Thanks in advance. Ramesh  

Hi, If you log onto this users account on your computer does the same thing happen? Does this happen across multiple browsers? Has this always been happening or did this just start? -Michael

This came in from one of our users ________________________   Below is a screen shot of the login page for one of our employees. He has Field Service Operation rights as you can see there are no tabs that are visible under Field Service Center. xxxxxx is the only user that I am aware of that is having this problem.   Any reason ...

Hi Karen, You can find it here http://pencil.evolus.vn/en-US/Home.aspx. -Michael