Method Community

We received this email - "I am trying to put the Manufacturer part number on the quote. When I enter "EstimateLine.item" it gives me the entire grouping breakdown with the part number. How do I get ride of that and just see that part number?" Jake,  The Item dropdown field in the EstimateLine table ...

We received the following question from James by email: [quote]We have set up a customer portal. We are not trying to figure out how we can assign user roles to customer contacts. We need to be able to assign a role to each client user so that when they log in via the portal they only have access to relevant data based on their ...

We received this email -  Hi - I would like to have the option to search my Comments through all my customers. Is there a way to do this on the customers page? Hi Kitty,  If your comments are in the Note field in the Contacts table, you can add this field to the grid on your Customers and Contacts ...

We received the following question by email from James: [quote]I have sales people that I am trying to figure out how to assign customers to. How do I assign a customer to a sales person so that other sales people can not have access to that customer or set of customers? Or said another way how do we control Sales person "A" from ...

This email came in from Susan: Is there a way on Method to search or click on something to pull up the activities that were updated from the prior day and view comments from them? Hi Susan, While there is no stock way to view all modified activities from a certain day, there are a number of ways to customize this.  One way would be ...

This email came in from a user: We are trying to add a comment section to the "schedule a follow up" button when the button is selected.  When we go into customize for that screen there is not a comments or notes field listed that we can add.  How do we add this field so it can be added to this section? The comment ...

This email came in from a user: Is there a way to search over my entire database? Often, I want to search for a specific key word that might have been entered anywhere (company name, in an activity, in a custom form, etc.). I can't figure out how to do this.  Unfortunately the current version of Method doesn't have this ...

We received a question from Michael via email: [quote]Can we get our field size set to 1,000,000 instead of 100,000 for the Solution Body table? We can't upload any of our solutions because most of them are around 800,000 characters. We really want to take advantage of the online knowledge base.[/quote] Hi Michael, The maximum size allowed ...

We received the following question from Zirah by email: [quote]How do you change the tab order of the fields? I moved Full Name to appear after first and last, but the tab does not match the new order.[/quote] Hi Zirah, You'll have to edit the screen, then click on the Advanced button, and get to step 3 of 5 to edit your tab ...

We received the following question from Robert by email. [quote]My question is about importing more than three Contacts per Customer. We've tried to import Customers to the Customer table and Contacts to the Contacts table but saw no primary/foreign key in which to join them. In the customer table we see a place to put in three contacts, but ...