Method Community

Hi there! Well, we discourage screen shots on the forums since the forum is intended for general how-to questions that can benefit all Method users.  Your issue is quite a bit more specialized as it pertains to specific concerns within your customization job and may require booking some consultation time if we can’t get to the bottom ...

First and foremost, I am loving this product!  Our efficiency has doubled, our communication between employee, customers, and vendors (across the country) is unbeleivable, and the tracking of POs, estimates, work orders, vendors, customers... tells me exactly where we are as a company and it makes me very happy :).  And even better, I ...

Negitive! I tried making the modification outlined by Val, and I've have even gone as far as creating a new report without success in making the detail report work.   

I have one person who needs to just see a PDF of our "Call Report" that we view in Print Preview.  I do not want him to have to log into Method just to view and print this report.  Is there a way to email an attachment of the PDF to him from Method? thanks, Wavetec 

 I fixed the print preview issue.  I had to check “Design Reports” for the Quality Reports Tab. I'm still not sure why as an Admin I could still pull up the data in the report but as a regular user I couldn't. What I was refering to as "regular(restricted)" user was just someone who was NOT an Admin. Was ...

 Sorry, the last time I had Val doing some customization with us I thought we set that up.  No matter.  here's the scenario.  I have a "Call Reports" screen.  That screen has a CR#(Text Field).  It also has an RMA#(Text Field), that we go back and  manually enter,  if a CR becomes ...

You may also want to try this work-around to see if there is an issue with the report itself.  But it doesn't seem like this is the same issue.  Please see Valbon Shabani's post at the bottom with the Report Designer work-around and let me know what happens!  Thanks!!!  Click here to view: ...

That's odd.  There is a known issue with the Report Designer that is administrated by a third-party.  They are looking into it now.  Try the work-around here and let me know if this helps you.  Please see Valbon Shabani's post with the work-around and let me know what happens.  Click here to view: ...

Hi there! I confirmed with Val that he doesn't have any login information for your account.  If at some point you added him as a user, we do not save the login info for security purposes. Likewise, it is not our policy to log into an account and do forensics on a customization job that we did not do, to do so would require a ...

There are no additional steps that need to be taken to allow for another user to access the report.  There are controls in the Tab Group/Role setup where you can grant a user permission to create/edit reports, but there are no limits on a user viewing the report.  For instance, if you didn't want a particular user in a specific Role ...