Method Community

pdirect, When you created the screen did you optimize it for mobile? If not to do this edit the Screen and click Advanced you should see a check box for Optimize for mobile device, make sure that is checked. -Michael

More specificallym, how do I get my new items list to show up in the mobile dropdown list currently occupied by customers, invoices and estimates?  When I add it as a tabbed link, it shows up as a tab instead of in the dropdown menu.

Is it possible to add a searchable item list for the mobile screen?  I didn't know if there was good reason to avoid this as it's obviously been avoided by Method.  If this is possible and ok to do, can someone give me a hint as to how to make this happen? 

 I'm trying to customize our full blown Method to our sales team.  I have added a new Email field where the sales person can put in the email address of a new potential client, then mail the quote to him/her.  But the email field did not work.  Could someone point me out what are the necessary steps to accomplish ...

We’re currently pushing a minor update to Professional Services. We ask that you avoid clicking and being in the Professional Services tab until this update is complete. Other areas of Method will not be affected. Update is complete.

TogsTeam - Everywhere else in Method we constantly doing time zone conversions - but there's actually no time zone conversion on that field.  What happens is that it syncs a changes-only sync every 20 minutes (by default).  The next sync after your scheduled time is when your full sync will kick in. So, say ...

Thanks, I'll follow that process for linking fields. Presumably I need to wait until the engine is not actively synching. I'll try clearing my cache before my next attempt at putting a link into an email.  

Earlier this evening - about 5:00 pm local - I reset the Full Synch schedule to launch at 6:00 pm and saved the settings. 6:15 came and went with no synch started, so I started it manually from the Method web interface. What time zone is the scheduler operating under? Does there have to be a minimal lead time on changes?

I am getting some strange grid sizing behaviour as well, but it occurs in Firefox and IE. Often the first column of the grid will display very large, squishing everything else out to the right.  It gets fairly predictable and will happen in both Firfox and IE.  I've tried to make sure ALL of my columns are set for a reasonable % ...

Hi Matt, Are you trying to pull the Balance and Account number for the customer as a whole? Or are you trying to process some information for each individual transaction? If you are trying to pull the balance and account number for the customer as a whole, I would use the Retrieve value from table action and retrieve the fields from the customer ...