Method Community

Hi Method, I would like to create an opportunity screen that automatically choose the customer name same as active customer screen. The New Opportunity button is located at ViewCustomer screen. I'm having difficulties in creating the logic to make the NewOpportunity screen automatically load the same customer name. Do you have ideas how to ...

Hi Audisho, I'm building a screen which consist of grid. So what I did is just displaying the table. Please see the screenshot below, So this is the table that I would like to achieve. Whenever the paid is Yes there should be payment made, input from QB desktop. But right now the payment date is not showing the data. Below is the ...

Hi Method, Our finance team inputing the payment based on our QB desktop that connect to method. But when I want to show the report for ReceivePaymentAppliedToTxn table for TxnDate field it would not show any data. I'm I taking the wrong field? My goal is to show a table consist of Receive Payment date and Invoice Date. Please advice.

Hi Audisho, I thought so, EntityType serve a more complex output which is better to let it be and don't mess with them  I'm gonna try using Yes/No field for this Trial.  Thank you for your advise!

Hi Method, I'm looking a way to add more EntityType, right now the only available EntityType by default is Customer Lead and Customer. May I know how to add more EntityType? I want to have new Type called Customer Lead Trial which they are still lead but already get free trial from our service. Please advice.

Hi Audisho, Noted on that. It might be a good upgrade for method to provide a thousand separator build-in in the table. So it has better visualisation. Thank you for the info!

Hi Method, Does anyone experienced in SQL? I'm looking for a function to subtotal the row post it on the bottom row. Just like to Subtotal Function in Method. But because I use SQL override, the Subtotal Function is not working. Does anyone know the SQL? Below are the screenshot, Table SQL Used CONVERT(varchar, CAST([Amount] AS ...

Hi Audisho, Which table that consist of our SalesRep userID and password? ur sales will use this portal very often, as they will check their account everyday and we had all license to PRO and add them as Method Users. The reason that I want to do this is to change the login page from method.me to our own login page. Please advise.

Dear Method, Does Method support personalized portal for our sales user? Usually our sales login via signin.method.me, I would like to make more personalized portal like the one we could use for Customer, Vendor, and Contact. Is this available too for our internal sales rep? Thank you.

Hi Audisho, In my report generator, I couldn't see any option in Tables of Report. It always empty. Should I create the button in specific screen? Please advise