Method Community

Hi tom, The function behaves the same for both leads and customers so I'm not sure why the user didn't receive an email notification. Does anyone from your organization receive Method emails? If not then I would recommend you check your email server settings/contact your hosting provider. I just created a test opportunity and selected ...

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 ...

Hi dottie, You can add the Bill Rate and Amount fields to the screen as well as the grid. Before the Save action you can perform the calculation and populate it in the Amount field. You can then create your own filters for the grid to filter by Employee. *Note: Depending on how you set the job duration value you may have to create another basic ...

Hi dottie, If you just want to display employees then you can edit the filter on the Name field to diplay only the Employee entity type. In regard to your second question, the easiest way to do this would be to edit your OnScreenLoad actions to automatically enter the Employee name of the currently signed in user into the Name field. - Ashur

Hi JohnnyW, Fields/Objects cannot be copied, they have to be manually dragged onto the screen. You can utilize the Call Another Action Set action to copy actions from a different object/field, or if you want to use the same action multiple times within the same object/field you can just click the Copy link after you've added the original ...

Hi JohnnyW, There's no actual setting which can be used to adjust the size of a pop-up screen, they all show up with the same dimensions. However, it can manually adjust it after it pops up. - Ashur

That's a list of the common tables used in Method. When on the Import/Export Tool screen, you want to ensure that you disable the Show only comman tables? option. Once that's done you'll be able to select from any table in Method to export, including the Entity table. - Ashur

Hi rschott, As you stated Classes can be used, and there are no other work-around's that I'm aware of but maybe one of our community members might be able to chime in if they've run into a similar situation. - Ashur

Hi andy, What exactly do you mean by printing line items selectively? I'm assuming you'll have a Sales Order with 3 line items but only want to display 1 or 2 of them, is this correct? Merge fields can be used to insert record specific information into an email template, however I'm not sure if what you're asking for is possible. ...

Hi dottie, The easiest way to do this would be to create another grid on your screen based off the CreditCardCreditLineExpense table and include the same fields as your Bill Line Expense grid. If I'm not mistaken this will show what you're looking for. - Ashur