Method Community

Hi marcello, Can you please clarify as to which sort order and which screen in particular you wish to know in detail about. - Sam

Hi jdibona, The screens have changed in our current version from the video you are referencing, for your first question  Are the Customer Center/Vendor Center/Employee Center screens stock screens available to me? Yes while the Customer screen is a stock screen again please be aware the screen has ...

Hi Matt, Just to add to my last statement another important part while customizing is to be careful about changing names Associated to Stock Tabs and Tab Links as changing names can cause issues with actions associated in the stock screens. - Sam

Hi Matt, There really is no defined grey area in terms of customization. You can customize Method to your heart's content to match your needs, given, obviously, the customization being done is within set parameters. Things like creating inefficient loops (like infinite loops) or logic that does not fit can obviously cause undesirable ...

Hi Angie, You will need to add in another action before the Screen pop up action in order to retrieve the customer'sRecord ID from the Customer table. You can do that by using the Retrieve Value From table action which you will need to store in an Action Result, then for your Screen pop ...

Hi ubiquitas, The Customer table in Method already has a Notes field available to which you can import your Notes. Please note that that the maximum number of character for the Notes field is 4095. During the import process you will need to link to this field. All entries in the Notes field in method in automatically ...