Method Community

The Method Team is thrilled to be attending this year’s Intuit Solution Provider Summit 2009 in Chicago, Illinois @ The Fairmont Hotel.  The ISP summit is a yearly event that is held for Intuit’s Solution Providers.  This year’s summit is intended to be an intimate event, focusing on business and innovation.   I ...

Copy From Accidental Post in API Q&A Hello. I am attempting to customize/edit a screen. I have set 3 fields in a single column. Through the advanced settings I have tried setting the tab order Left -> Right, Top -> Bottom, and a Custom order. No matter the tab order setting, if i click on the center field, tabbing moves to ...

Hi Selwyn, I'm happy that the reset worked and you are up and running fine now, thanks for letting me know. Thanks for your feedback, we will definitely take your suggestion in consideration. Keep them coming!

Hi Amanda - Thanks for the reply.  I probably did press Enter instead of Tab when I received the error.  If that causes the problem, you may want to clearly state that on the Edit an Existing Tab screen. (or even better, let people push the Enter key once they have edited the tab name)  Danny reset my account and deleted all data ...

 Hi Robert, When you click on Edit for an object or field and you get to the Step where you can enter Actions, just click on the "Add Action" button. You will then be taken to a screen where you can choose an action, as you select different actions you will see a short description of what that action does. We are working on a ...

Do you have a PDF or other document with all of the action choices in Method and what each one does?   I have searched the User Guide and did not find any section on customization.  Do you have a seperate customization guide?  

Hi,   Having trouble finding the method for importing a list of leads into Method.  I would like the list to populate in the Opportunity Pipeline.   Please Advise.   Thanks,

 Hi Selwyn, Welcome and thanks for using our forum. When changing the tab name what steps you took? Did you press the enter key during the process? I tried changing the tab name and I didn't encounter this error.  I went to Customize > Tabs, double clicked the name of the Tab and changed the name then hit the Tab button. It ...

Hi and thanks for taking the time to let me know, I'll give it a shot! Regards Ryan

Hey Ryan, I understand what you're trying to do. When you select "[TotalAmount]" on the report, it shows you the properties for that field/object on the right hand side. Go over that list and you will locate how to change the formatting. By default It does not have the £ sign. You need to add it as a custom format. Look for ...