Method Community

Here are the updates for the Feb 23, 2011 Dashboard: •    Minor cosmetic updates to fonts and help notes on screen. Budgets / Contracts: •    New Refresh button for the details grid. •    New reports available under 'Print...' for the details section. •    ...

This issue should now be fixed. . Alec- Thank you for the screenshots and information.   -Michael

Mike, The easiest option would be to edit the grid on the Vendor List screen and add the Vendor Type as a column to the grid. Once the column is added you can click on the column's header to sort it or use the column's filter to only display certain types. -Michael 

pdirect, Method considers an opportunity as closed if the stage has the word "closed" in it. The pie chart is currently filtered to only show opportunities with a stage that contains the word closed. You could customize the screen to change this but the easiest option may be to just change your wording to "Opportunity Won ...

 pdirect, I will test this out and follow up in this thread. -Michael

Hi there I'd like to be able to search/sort my Vendors by type. For example - select Contractors - and see all the contractors listed in the vendor list. Is this possible? If so, how. Let me know. Thanks Mike 

I changed the default sales stage wording to "Opportunity Won" and "Opportunity Lost".  So how does method determine if it's closed?  By using the word "closed"? By using 100% or 0%?  I would think there would be another way of doing this so we don't have to use the word ...

Michael Ok this was strange.  AT&T said they were having issues and it turns out my logic in a few buttons were off. Well its fixed now and everything is working. Thanks, John M

matlow99, Are you receiving an error message when you click Save & Email? If not what exactly is the sequence of events? Or is this issue with the email that is sent out when you click Save & Email? -Michael

 One more thing I wanted to add. Are you using customized screens? If so try it with the standard screens. -Michael