Method Community

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.

Hi thesolarguys, My apologies for the late response. I think the best you can do here is display the number value (1 through 7) for the day of the week using the DATEPART function. Unfortunately, I haven't had any luck getting this to work myself. If you think this would be useful, I'm happy to do some additional testing to see if I can ...

Ok great.  One question, Which delete action am I adding? The one from Screen that says delete record or the one from table? Want to make sure I don't delete the wrong thing.  Thanks! 

So, if I want to add additional things that I am tracking about Cutomers, the place to do that would be the Customer table then yeah?