Method Community

Hello, Today we noticed that our customer estimate report was showing the price for one of the line items as $641.66333. The other line items all were displayed correclty with 2 decimal places but all of these ended in 00 (such as $1100.00). I thought it had to do with the formatting in the report design, but the format for the field is set ...

Hello Method! I'm making a couple of filter by views using the following  As the picture above stands, the build selection list acts like an OR statement. So it will filter the grid containing either adam or andy. Is there a way to filter it so it does not contain sales reps adam or andy? Thanks, James

Hey James, is the report simple to reproduce? Are you able to give me steps to replicate the report so I can investigate that error? -- Loi

any new knews on this issue?

Hi, I created a table called "Inverters" with the name and price of each one in two seprate columns. Then I tried to add a dropdown to my Customers screen, clicked use existing table, and chose Inverters, but it would only let me select RecordID, not the inverter name. The only options were blank and record ID. So now in the ...

Hey Mahlon, I was able to replicate the problem you were describing. I have created a ticket for our development team to take a look at the issue. I will update you as soon as I hear back form the team. -- Loi

Hey NNF, If you use the Standard Web-To-Lead Form you will not be able to add anything into the contacts table. You have to create a Custom Web Form and you will be able to add tags into the contacts table. Be sure to use the examples from the standard Web-To-Lead Forms to assist you with creating the Custom Web Form if you need ...

Hey Rick, Were you looking to design a new invoice template in report designer? We have some good content on our help center where you can find articles and videos on report designer. For our report designer article you can CLICK HERE and for our videos you can CLICK HERE. We also have some webinars you can view by CLICKING HERE. -- Loi

Hey Eric, You have to get your Method Coach to give you access. I have sent her a message to follow up with you. -- Loi

I'm having difficulty getting grids to align nicely with other objects when there are no filters displayed. See my screenshots for examples.   Any suggestions?