Method Community

Last night I was working on reassigning some invoices but today I am not able to. Last night I was reassigning invoices from one customer to another. I was doing it by navigating to the customers tab>invoices, selecting the invoice from the left hand side of the screen and then clicking in the dropdown menu at the top of the invoice to select ...

When I design a new report that needs to be printed into XLS, it always creates an extra column after each existing column. So it looks something like this: https://goo.gl/JDkqcU It is annoying and I would like to ask for help how to prevent it. All my fields are alligned and are not overlaping. Thank you! 

Hi Is there a way to limit the items which are displayed when creating a sales order.  A lot of our items are parts which we assembly the finished goods from and as such would never need adding to an order. Thanks Rick

Hey Scott, Manually moving each transaction, activity, opportunity, case and document is going to be time consuming as you have to go into each record and change the assigned customer to the your desired customer. I have attached some screenshots for you to follow along. Moving contacts will be difficult as you will have to use the export ...

We need the ability to get to recently opened screens. For example... Let's say I have the view contact screen open and then I navigate to several other apps. I can't get back to view contact without going to the contacts app and searching for it again. This is only one of several scenarios of where this happens. This ...

After a day of using the new release, here's some general feed back from several clients. Most noticed an improvement in speed Most of them said that the fonts are little too light, making it a bit hard to read. Most would prefer to have the odd and even rows shaded differently on a grid

Had a client mention that the next page arrow at the bottom of the grid should be more pronounced.  

Hey AmsoniaLandscapeandDesign, Are you trying to find your created report from the custom report option in Method? Our stock report screens are based on a few of the master tables for example: leads, customers, activities, opportunities and cases. If your report is not based off of one of the stock master table screens then you ...

I can no longer expand text boxes vertically, only horizontally

Had a client complain that they are now scrolling more because the new release has more vertical space between these objects.