Method Community

 Hello LilAaron, The person (Admin) who created the account should be able to log in and modify the access for that user under Customize > Users. Check the welcome e-mail that was sent when the account was set up to confirm the log in info for the Admin if you are not sure. Hope this helps.

I accidentally locked my only user out of my account with access only to sales & marketing.  How do I release the user and give it complete access again? 

Hi again, Customizing screens is something you can do on your own or have us assist you on through our customization process. Lucky for you we've already addressed those concerns about security on a section of our website dedicated to Security & Backup. Here you will learn how Method secures screens, data and more. ...

Ryan, Thanks, that helps a bunch and I think I understand.  I only need to work with NonInventory and Service Items, so I think I'm going to be safe in my interpretation of the views into the master Items table and the associated Screen definitions. I suppose these various views into the master Items table greatly improves performance ...

  Hey James, We have a table for each Item Type, that’s why you see "InventoryItem" and "NonInventoryItem". This is because each type of item needs to track different information. On a Assembly Item, we need to have a Bill of Materials(BOM). When you create a Inventory Item, you don’t need to capture the BOM ...

Anybody want to take a crack at this? I'm planning on building a lot of new tables this upcoming long weekend and it would be a great help to have some overall conceptual understanding of the Item table(s) structure. Cheers, James  

 Hey Mark, Great, I'm so happy that worked. Thanks for letting me know.

Hi Amanda BINGO.  It works.  Thanks so much. Mark

 Hello LaCrews, After looking over your screenshot again we noticed that the 'To Field Name' name is blank. To help you better understand why we need this field to be filled think of the following scenario. You wanted to find all activities scheduled between July 1st and July 31st. There is an activity scheduled for you to travel ...

Perfect, thanks.  The Summary Screen is very handy. Cheers, James