Method Community

Hi Mahlon, My apologies for the late response. I’ve created a ticket for our development team to investigate. I’ll post back once this has been resolved. Sorry for any inconvenience this has caused. --Audisho

Hi Mahlon, My apologies for the late response. Unfortunately, I don’t have any way of testing this out myself, as I don’t own a Windows touch screen device. I’m happy to create a ticket for our development team to investigate, but I’ll need to ask a couple of things from you first. 1. Can you confirm that the page is ...

Hi KUpham, My apologies for the late reply. I believe you will need to modify the sort order of the detail line within the report. Just change the RecordID field to your custom sort order field. And as always, we recommend that you create a copy of the report before making any changes. I hope this helps. --Audisho

Hello! I have done a fair amount of custimization to my new customer screen (also to my edit screen). I would like to duplicate a lot of what i did in my new and edit lead screens.  Is there a "best" way to do this? It's hard for my to do without being able to open both screens side by side at the least, although if there ...

Hi David, My apologies for the late response. This is in-fact possible using the session variable User - IP Address. The simplest way that I can think of for you to accomplish this would be using the OnScreenLoad event on the user’s home screen. You would need to retrieve the user’s IP address within this event. Then use a ...

Hi Shawn, Welcome to the Method forum! My apologies for the late reply. The customer reports actually use the Contacts table as the master table. As such, the dropdown for custom reports is filtered for reports with Contacts as the master table. You have a couple of options with how to go about this. 1. Use the Contacts table as the master ...

Hi Mahlon, Thank you for reporting this. It appears that our deployment this morning has caused some issues with scrolling within a popup window. The screen shot you posted is a result of this. I've created a ticket for our development team to investigate. I'll post back here once this has been resolved. Sorry for any inconvenience this ...

Hi Mahlon, We just deployed an update to address this issue. This should now be resolved. Please test this out and post back if you still have any concerns. --Audisho

Hi Gpeak, Welcome to the Method forum! First of all, let me apologize for the late response. Second, I have a few questions so that I can better understand the problem you're having. Is the user that is denied access the same user that created the copy of the screen? Is the user being denied access to view the screen or to customize ...

For the most part... Yes...if tracking for a particular contact associated with customer then use contacts.