Method Community

I'm trying to create a report that shows all invoices that are paid for a specific time period - example all invoices paid from 03/01/2016 to 03/31/2016.  We calculate commissions based on a/r, so this is in essence a report that sales reps could pull at any given moment to see their status for commissions.  As my Master table ...

I had a customer suggest to increase the delay for having the iconbar pop out. They are finding it a bit annoying. Also, seems like the blue column is wider than it would need to be

Hi Mahlon, Thanks for the feedback on the new dropdowns! I know the team worked very hard to on the improvements. The 'Set Focus to Control' for OnScreenLoad appears to be not functioning as you mentioned. Ive created a ticket for us to look into this one, and have brought it up with the team. Thanks Mahlon. Ben

Hi Aaron, The Assigned To field in the Outlook Plugin defaults to whatever credentials you used to sign into the plugin. If you are using your email address to sign in, you email address will populate the Assigned to field when adding a new activity/case/opportunity (which can cause issues when saving), but if you signed in using your ...

The updates to the drop-down fields push down on yesterday's releaseis very nice. Had some positive feedbackfrom several clients. One thing I have not been able to do is set focus to a specific field on screen load.  I have tried putting the action on Focus, Load and Active Record Change what am I missing? Or is this still ...

Hello, Is there any way to setup a default value for the "Assigned To" field in the Outlook plugin? It currently defaults to the username that you use to login to your method account. This requires manually changing this field every time. Wouldn't it make more sense if you could set a default employee for that field? Regards, Aaron ...

Hi Mahlon, I just tested this one out on my end and its certianly a strange one, definitely not intentional. Weve opened up a ticket for our development team to take a look into this one. It appears that there are some back-end functions that convert the numeric value to a text value (ie 5 = Friday) that are not taking place when inserting ...

The action called Day of Week seems to return a value of Saturday on a show message screen, but displays 6 in a text box on the screen. Is this the way it should work?

Hello,  I am new to Method API so forgive me if my problem has an easy or obvious solution.  I am trying to create a function that will ideally be able to automatically export every table from Method into an Excel compatible file, or at least bind this function to a button that will accomplish the same task after being ...

Hi Sam, This is definitely possible, but can get rather complex depending on how specific you want to be with users. If you were ok with the calendar loading and show All users by default (MethodSupport user included) this is a relatively simple customization. You will need to customize the Calendar object on the ...