Method Community

So I found out how to customize the portal. However, when I change any of the default screens, I get an error when clicking on the portal link. It seems to be the same error as when you change the web-to-lead screen and try to click on the miurl link.

I got this to work. If I put the conditional statement in the 'screen focus' it works, however it will not work on the 'screen load'. Is this normal?

I'd like to show messages on screens as well as show/hide objects based on conditional statements. While I have no problem hiding things, I am not able to get the conditional statement to show objects.

I have a few text input fields for entering numbers. These numbers can sometimes be decimals. Although the fields are formatted as numbers rounded to 2 decimals, when ever I use a non-interger I get a red outline as well as an error message on hovering. I am still able to save the screen, so this isn't impacting anything as much as being ...

Hey Bonny, Creating a report based on repeating customers would be very difficult compared to acquiring this information in Method. Is it a requirement that you use Report Designer? -- Loi

Hey AmsoniaLandscapeandDesign, I am going to assume for question 1 you are referring to the work orders list screen and question 2 you are referring to report designer. 1. I'm not sure why its only entering 14 days apart. Did you customize the screen? Try using the stock one and see if it is still doing it for you. When I tried the stock ...

I have solved this. 

I have a custom textbox field in the Customer table . It is 8 lines that we input info into. We press enter on the keyboard to dropdown to start a new line in the textbox. The new line saves but when I share the field it looks like all the formating spaces/new lines get lost. I even tried to retrieve the infromation ...

Thanks for your help! I set one up but I can't get it to populate a tag on the TagList field. All the other fields populate fine, just not TagList.

Hello, I am wanting to do a little customizing on my lead screen and am a little unsure of where I need to add some of the fields. I'll do my best to explain.  I am setting this up for a music booking business so what I need to track on my leads is new venues that re-occuring booking could be landed at as well as new one time or ...