Method Community

I tried to reply with a screen shot but it is not showing up in the thread.  I will try to get ahold of someone to see if we can get that feature flag turned on for us. Thank you

Hi, Drabert! Great question.  It is possible to customize and edit screenlets, but considering the insights dashboard is still in beta, we have the customization aspect behind a feature flag.  However, it does require a strong understanding of customization. I would highly recommend talking to your account manager to discuss ...

I was wondering if it was possible to create our own and edit the existing screenlets for the dashboards.  I am looking to create an executive dashboard and was hoping to create a "Total Sales" metric that would show how much our company did in sales for a day.  Right now I am experimenting with graphs that have a single day ...

The following updates are now live for users of Method Fixes Contacts - Fixed an issue where the Portal Test workflow instructions on the View Contact screen were outdated and inaccurate. (PL-52325) Communications History - Fixed an issue where text wrapping caused the grid to get pushed off screen in some scenarios. ...

The following updates are now live for users of Method Fixes Calendar - Fixed an issue where users could not search on the waitlist for the customized descriptions. (PL-52032) Regards, Arshi

The following updates are now live for users of Method New Features / Updates Fixes Sales Orders - Fixed an issue where the "Closed?" checkbox was checked by default on new sales orders for QBO and Xero users. (PL-52554) Sales Orders - Fixed an issue where line items were missing when converting to an invoice. ...

Hello, Tim! I don't know what the configuration for those actions are, but yes, that should work. :)  As long as you have the right RecordID for your estimate, it should be fine.  By the way, in the future, when you get more comfortable with customizing, I would find a way to make it more robust and future-proof by creating a ...

The following updates are now live for users of Method Fixes Email Campaigns - Fixed a typo in the confirmation message after sending a test email. (PL-52587) Regards, Michael

Hi Errol, Thanks for the quick reply.. So you think something like this would work?

Hello, Tim! The "Insert new row to grid" action is in our legacy Method:Classic interface.  I'm assuming you are in the latest version of Method. To add prefilled options to the Estimatelinedata grid, you will need to add directly to the EstimateLine table.  And, of course, you will need the Record ID of the current ...