Method Community

Hi Sarah, It would be better for us to investigate this with you over the phone and possibly via a screen share. Please give our support number a call at 1-888-925-6238 x2 when you have some time. Alternatively, I can create a case for you and have a member of our support team reach out. Just shoot me an email with your account information if ...

Hi Stuart, While you have 3 levels of related data here, it’s not impossible to accomplish this. If would be nice if you could simply nest a detail report within another detail report, but Report Designer does not allow us to do so. Instead, you need to “flatten” your data to use 2 tables instead of 3. You can accomplish this ...

I have entered my work orders for the month. I would like to print the calendar and hand out copies to my crew leaders. Does anyone know how to print the calendar?

Hi Kupsol, I believe the currency symbol will not be displayed when the screen does not have an active record ID and after a save all sections action is executed. In this case, you will not see the currency symbol on a new record prior to and after creating it. If this is a problem for you, I would suggest that you use the workaround that I ...

In the Edit Customer page I have a Radiobutton with 2 Options, Yes and No, and want to make a report that pulls all Customers with Yes selected. I don't see the button's name "Problem?" listed in the fields in report designer. Is there a way to do this? Just looking for a simple way to make a list of all customers with problems ...

It's still not consistent in that the $ is not displayed for some decimal fields even though I selected for it to be displayed in step 4. Some decimal fields are properly displayed. Some are not, they have the same settings. I can't figure out why.

Hi Sixtel, To understand the entire scope, it’s best to go over each sub-article for activities and cases. There’s some tutorial videos attached that do a good job of explaining what can be accomplished with each. Essentially an activity is used to log any interaction between a user and a lead, customer, vendor, another user etc. ...

Hello, I would like to add a chart to the opportunities dashboard that displays the sum of the ExpectedRevenue field for opportunities closed in the previous 30 days by user. I made a copy of the graph used to display the pipeline by user to modify. I added a field to the Opportunities table called "ClosedDate" that stores the ...

Thanks, I looked those over. I think my confusion is that if you read those two pages, they are basically saying the same things. ie: What is a case? It's helpful to think of a case as an interaction between your company and another entity. Basically speaking, creating a case means creating a record of interaction between a ...

Hello, When I go to edit an existing customer and I hit the save button I get an error message.  The message that I am getting says Error during the save section action, Additional Information, Action Sequence Order:3. Anyone have any idea how to fix this? Thanks!!